Plan Ledger DOL Form 5500 · updated monthly

Howard J Chudler & Associates, L401(k)

HOWARD J CHUDLER & ASSOCIATES, LLC 401K PLAN · COVINA, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Howard J Chudler & Associates, L reported $1,163 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3 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 0.09% to 0.06%. 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 (8,283rd of 9,483), and 9,996th of 11,911 in health care & social assistance. In 2024, employees put in $295.99 for every $1.00 the employer contributed; active participation has grown from 195 to 322 since 2022.

Plan summary
Net assets, end of year$2,064,493
Participants with balances119
Active participants322
Employer contributions$946
Employee contributions$280,011
Employer contribution per active participant$3
Average account balance$17,349
Benefits paid to participants$206,033
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 119 accts · $946 emplr
2023$1.8M · 113 accts
2022$1.4M · 114 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,163
Total administrative$1,163
The Howard J Chudler & Associates, L 401(k) match · 2024
Employer contribution per active participant$3
Median for plans this size$1,313

Howard J Chudler & Associates, L'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
ADP, INC. · Loan processing · Recordkeeping$1,162
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$1,163 · 0.06%
2023$1,235 · 0.08%
2022$1,348 · 0.09%
Similar plansHealth Care & Social Assistance · California
Becoming Independent CA$2.1M · 1.12%
Luna Care Inc. CA$2.0M · 0.60%
Cv Sciences, Inc. CA$2.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200078937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.