Plan Ledger DOL Form 5500 · updated monthly

Florence Crittenton Services of Orange County401(k)

FLORENCE CRITTENTON SERVICES 403(B) PLAN · FULLERTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Florence Crittenton Services of Orange County reported $78,952 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,182 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 0.58% to 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (4,772nd of 9,483), and the 4,927th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 335 to 411 since 2022.

Plan summary
Net assets, end of year$12,934,509
Participants with balances383
Active participants411
Employer contributions$485,726
Employee contributions$884,473
Employer contribution per active participant$1,182
Average account balance$33,772
Benefits paid to participants$1,000,590
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP, CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 383 accts · $486K emplr
2023$11.2M · 349 accts · $651K emplr
2022$10.4M · 304 accts · $449K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,808
Investment management$6,040
Total administrative$78,952
The Florence Crittenton Services of Orange County 401(k) match · 2024
Employer contribution per active participant$1,182
Median for plans this size$2,416
2024$1,182 per active participant
2023$1,547 per active participant
2022$1,341 per active participant

Florence Crittenton Services of Orange County's 2024 employer contribution ran below the $2,416 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
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$56,809
WILSHIRE ASSOCIATES INC. · Named fiduciary$6,044
EMPOWERindirect comp

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,952 · 0.66%
2023$72,653 · 0.68%
2022$56,365 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · California
Community Solutions CA$13.0M · 0.17%
Unified Care Services LLC CA$12.7M · 0.36%
Casa de Las Campanas CA$12.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952492427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.