Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Southern California, Inc.401(k)

EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Easter Seals Southern California, Inc. reported $195,686 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,940 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 fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,081st-largest of 9,483 plans among California employers on file, and the 1,169th of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 2,525 to 2,939 since 2022.

Plan summary
Net assets, end of year$91,708,418
Participants with balances3,575
Active participants2,939
Employer contributions$5,700,598
Employee contributions$10,836,922
Employer contribution per active participant$1,940
Average account balance$25,653
Benefits paid to participants$4,914,783
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.7M · 3,575 accts · $5.7M emplr
2023$69.2M · 3,222 accts · $4.9M emplr
2022$49.3M · 3,061 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195,686
Total administrative$195,686
The Easter Seals Southern California, Inc. 401(k) match · 2024
Employer contribution per active participant$1,940
Median for plans this size$3,635
2024$1,940 per active participant
2023$1,854 per active participant
2022$1,303 per active participant

Easter Seals Southern California, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
LINCON NATIONAL CORPORATION · Contract administrator$195,686

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$195,686 · 0.24%
2023$137,322 · 0.23%
2022$134,811 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · California
Tides Center CA$95.6M · 0.15%
Barton Healthcare System CA$92.7M · 0.08%
Dignity Health CA$88.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943068149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.