Plan Ledger DOL Form 5500 · updated monthly

Fci Lender Services Inc401(k)

FCI LENDER SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST · ANAHEIM, CA · plan year 2025

Reported admin expense ratio · 2025
0.54%

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

Fci Lender Services Inc reported $78,636 in plan administrative expenses for 2025: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,419 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 4 years on file its reported administrative ratio has held roughly steady near 0.537%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,270th-largest of 9,483 plans among California employers on file, and 6,398th of 11,654 in professional & technical services. In 2025, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,760,294
Participants with balances164
Active participants183
Employer contributions$625,733
Employee contributions$1,129,657
Employer contribution per active participant$3,419
Average account balance$96,099
Benefits paid to participants$1,306,657
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL T. ROSSI CPA
Plan history4
Yearassets · accounts · employer contribution
2025$15.8M · 164 accts · $626K emplr
2024$13.5M · 177 accts · $540K emplr
2023$11.6M · 166 accts · $478K emplr
2022$9.6M · 159 accts · $477K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$29,519
Investment management$2,700
Trustee / custodial$46,417
Total administrative$78,636
The Fci Lender Services Inc 401(k) match · 2025
Employer contribution per active participant$3,419
Median for plans this size$2,666
2025$3,419 per active participant
2024$2,984 per active participant
2023$2,733 per active participant
2022$2,724 per active participant

Fci Lender Services Inc's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PAYCHEX, INC. · Recordkeeping$29,779
LPL RETIREMENT PARTNERS · Investment advisory (participants)$38,172
LPL FINANCIAL · Investment advisory (participants)$7,385

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

Recordkeeper by year3
2025Paychex
2024Paychex
2023LPL Financial, Paychex

This plan has changed recordkeepers within these filings. If you left Fci Lender Services Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$78,636 · 0.54%
2024$68,591 · 0.55%
2023$57,953 · 0.55%
2022$52,618 · 0.54%
Similar plansProfessional & Technical Services · California
Planful, Inc. CA$15.9M · 0.21%
Solugenix Corporation CA$15.8M · 0.55%
H Code Media, Inc. CA$15.8M · 0.39%
Apolis CA$15.7M · 0.45%
Forward Slope, Inc. CA$15.6M · 0.47%
Limeade, Inc. CA$15.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953752630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.