Plan Ledger DOL Form 5500 · updated monthly

Federal Defenders of San Diego, Inc.401(k)

FEDERAL DEFENDERS OF SAN DIEGO, INC. 401(K) PENSION PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Federal Defenders of San Diego, Inc. reported $148,351 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $23,670 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 0.23% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,504th-largest of 9,483 plans among California employers on file, and the 2,333rd of 11,654 in professional & technical services. In 2024, the employer put in $2.68 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$61,327,726
Participants with balances231
Active participants137
Employer contributions$3,242,854
Employee contributions$1,211,648
Employer contribution per active participant$23,670
Average account balance$265,488
Benefits paid to participants$9,148,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.3M · 231 accts · $3.2M emplr
2023$59.4M · 247 accts · $3.3M emplr
2022$45.1M · 245 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,351
Total administrative$148,351
The Federal Defenders of San Diego, Inc. 401(k) match · 2024
Employer contribution per active participant$23,670
Median for plans this size$3,635
2024$23,670 per active participant
2023$23,047 per active participant
2022$14,549 per active participant

Federal Defenders of San Diego, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$70,633
EMPOWER RETIREMENT ADVISORY · Investment management$34,182
ACTUARIAL BENEFITS CORP · Contract administrator$22,579
WRIGHT FORD YOUNG & CO · Accounting / audit$14,250

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$148,351 · 0.25%
2023$121,880 · 0.23%
2022$93,218 · 0.23%
Same employer
Similar plansProfessional & Technical Services · California
Malwarebytes Inc. CA$61.7M · 0.20%
Accela, Inc. CA$61.6M · 0.11%
Wendel Rosen LLP CA$61.4M · 0.02%
Gofundme, Inc CA$61.1M · 0.03%
C3.AI, Inc. CA$60.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952678506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.