Plan Ledger DOL Form 5500 · updated monthly

Exceptional Childrens Foundation401(k)

EXCEPTIONAL CHILDRENS FOUNDATION 401K PLAN · CULVER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Exceptional Childrens Foundation reported $18,221 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $292 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 0.50% to 0.30%. 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 (6,520th of 9,483), and 7,146th of 11,911 in health care & social assistance. In 2024, employees put in $4.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,414,256
Participants with balances300
Active participants357
Employer contributions$104,250
Employee contributions$480,603
Employer contribution per active participant$292
Average account balance$21,381
Benefits paid to participants$1,005,513
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 300 accts · $104K emplr
2023$5.9M · 309 accts · $112K emplr
2022$5.2M · 319 accts · $110K emplr
Administrative expenses, itemized · 2024
Investment management$18,221
Total administrative$18,221
The Exceptional Childrens Foundation 401(k) match · 2024
Employer contribution per active participant$292
Median for plans this size$1,313
2024$292 per active participant
2023$308 per active participant
2022$296 per active participant

Exceptional Childrens Foundation's 2024 employer contribution ran below the $1,313 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 · 20243
CREATIVE PLANNING, LLC$24,286
ACTUARIAL BENEFITS CORP · Contract administratorindirect comp

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$18,221 · 0.30%
2023$12,975 · 0.23%
2022$29,110 · 0.50%
Similar plansHealth Care & Social Assistance · California
Horizon Services, Inc. CA$6.5M · 0.10%
Jumpstartmd, Inc. CA$6.3M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951690988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.