Plan Ledger DOL Form 5500 · updated monthly

Discovery Cube Orange County401(k)

DISCOVERY CUBE ORANGE COUNTY 401(K) PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Discovery Cube Orange County reported $19,843 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $837 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 0.12% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,083rd of 9,483), and 779th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 153 to 221 since 2022.

Plan summary
Net assets, end of year$7,783,139
Participants with balances102
Active participants221
Employer contributions$184,885
Employee contributions$447,120
Employer contribution per active participant$837
Average account balance$76,305
Benefits paid to participants$346,489
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 102 accts · $185K emplr
2023$6.6M · 96 accts · $150K emplr
2022$6.3M · 116 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,843
Total administrative$19,843
The Discovery Cube Orange County 401(k) match · 2024
Employer contribution per active participant$837
Median for plans this size$1,313
2024$837 per active participant
2023$758 per active participant
2022$1,046 per active participant

Discovery Cube Orange County's 2024 employer contribution ran below the $1,313 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
ALMICH AND ASSOCIATES$16,000
VOYA RET INS AND ANNUITY COMPANY · Investment advisory (participants)$3,750

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$19,843 · 0.28%
2023$16,025 · 0.25%
2022$7,858 · 0.12%
Same employer
Similar plansArts, Entertainment & Recreation · California
The Santaluz Club, Inc. CA$8.0M · 0.17%
Access Xp LLC CA$7.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330828380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.