Plan Ledger DOL Form 5500 · updated monthly

Glen Ivy Hot Springs401(k)

GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Glen Ivy Hot Springs reported $21,077 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $580 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 3 years on file its reported administrative ratio has held roughly steady near 0.510%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,201st of 9,483), and 964th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 230 to 274 since 2022.

Plan summary
Net assets, end of year$4,467,821
Participants with balances112
Active participants274
Employer contributions$158,904
Employee contributions$369,555
Employer contribution per active participant$580
Average account balance$39,891
Benefits paid to participants$326,978
Plan auditUnmodified (clean) audit opinion
AuditorSOREN MCADAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 112 accts · $159K emplr
2023$3.8M · 114 accts · $145K emplr
2022$2.9M · 105 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,448
Investment management$19,629
Total administrative$21,077
The Glen Ivy Hot Springs 401(k) match · 2024
Employer contribution per active participant$580
Median for plans this size$1,313
2024$580 per active participant
2023$521 per active participant
2022$559 per active participant

Glen Ivy Hot Springs'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 · 20242
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$19,629
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,448

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$21,077 · 0.51%
2023$16,714 · 0.50%
2022$16,301 · 0.51%
Same employer
Similar plansArts, Entertainment & Recreation · California
Blackhawk Country Club CA$5.3M · 0.51%
The Hettema Group CA$4.9M · 0.09%
Elk Valley Rancheria CA$4.4M · 0.63%
Gold Country Casino CA$4.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953106361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.