Plan Ledger DOL Form 5500 · updated monthly

Dolores Street Community Services401(k)

MISSION ACTION, INC. 401(K) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Dolores Street Community Services reported $4,403 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,187 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,501st of 9,483), and 8,732nd of 11,911 in health care & social assistance. In 2024, the employer put in $2.96 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,738,263
Participants with balances139
Active participants118
Employer contributions$612,122
Employee contributions$206,591
Employer contribution per active participant$5,187
Average account balance$26,894
Benefits paid to participants$189,290
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$4,403
Total administrative$4,403
The Dolores Street Community Services 401(k) match · 2024
Employer contribution per active participant$5,187
Median for plans this size$1,313

Dolores Street Community Services's 2024 employer contribution ran above the $1,313 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 · 20242
MERRILL LYNCH RETIREMENT & BENEFIT · Recordkeeping$4,403
NEWPORT GROUP INC · Plan administrator$1,450

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

Administrative cost history1
2024$4,403 · 0.13%
All plans at this employer2
MISSION ACTION, INC. 401(K) RETIREMENT PLAN401(k)
DOLORES STREET COMMUNITY SERVICES 403(B) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · California
Harbor Community Clinic CA$3.8M · 0.05%
Bayshire, LLC CA$3.7M · 1.22%
Buckelew Programs, Inc. CA$3.7M · 0.22%
Palm Consulting CA$3.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942919302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.