Plan Ledger DOL Form 5500 · updated monthly

Conrad N. Hilton FoundationMoney purchase plan

CONRAD N. HILTON FOUNDATION MONEY PURCHASE PENSION PLAN · AGOURA HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Conrad N. Hilton Foundation reported $21,408 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $24,520 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,786th-largest of 9,483 plans among California employers on file, and the 761st of 3,341 in other services. active participation has grown from 133 to 154 since 2022.

Plan summary
Net assets, end of year$28,587,292
Participants with balances186
Active participants154
Employer contributions$3,776,083
Employee contributions—
Employer contribution per active participant$24,520
Average account balance$153,695
Benefits paid to participants$453,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 186 accts · $3.8M emplr
2023$22.0M · 193 accts · $3.0M emplr
2022$16.2M · 134 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,408
Total administrative$21,408
Employer contributions to the Conrad N. Hilton Foundation plan · 2024
Employer contribution per active participant$24,520
Median for plans this size$2,416
2024$24,520 per active participant
2023$20,097 per active participant
2022$17,419 per active participant

Conrad N. Hilton Foundation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$21,408

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,408 · 0.08%
2023$11,565 · 0.06%
2022$11,584 · 0.07%
Same employer
Similar plansOther Services · California
Cypress Lawn Cemetery Assoc CA$28.8M · 0.50%
Los Angeles Lgbt Center CA$28.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943100217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.