Plan Ledger DOL Form 5500 · updated monthly

Cypress Lawn Cemetery Assoc401(k)

CYPRESS LAWN CEMETERY ASSOCIATION 401(K) SAVINGS ACCOUNT · COLMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Cypress Lawn Cemetery Assoc reported $131,818 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,116 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 0.43% to 0.50%. 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 2,764th-largest of 9,483 plans among California employers on file, and the 757th of 3,341 in other services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,828,452
Participants with balances392
Active participants254
Employer contributions$1,045,506
Employee contributions$1,426,627
Employer contribution per active participant$4,116
Average account balance$73,542
Benefits paid to participants$1,237,776
Plan auditDisclaimer of opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 392 accts · $1.0M emplr
2023$24.3M · 378 accts · $992K emplr
2022$20.0M · 385 accts · $955K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,110
Investment management$69,708
Total administrative$131,818
The Cypress Lawn Cemetery Assoc 401(k) match · 2024
Employer contribution per active participant$4,116
Median for plans this size$2,416
2024$4,116 per active participant
2023$3,493 per active participant
2022$3,550 per active participant

Cypress Lawn Cemetery Assoc's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
WELLS FARGO ADVISORS · Investment advisory (plan)$69,708
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,485

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

Administrative cost history3
2024$131,818 · 0.50%
2023$96,339 · 0.43%
2022$93,927 · 0.43%
Same employer
Similar plansOther Services · California
The Skoll Foundation CA$30.2M · 0.12%
Green Hills Memorial Park CA$30.0M · 0.71%
Los Angeles Lgbt Center CA$28.8M · 0.06%
Conrad N. Hilton Foundation CA$28.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940416370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.