Plan Ledger DOL Form 5500 · updated monthly

Humane Society Silicon Valley403(b)

HUMANE SOCIETY SILICON VALLEY 403B PLAN · MILPITAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Humane Society Silicon Valley reported $1,133 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,245 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 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,844th of 9,483), and 1,792nd of 3,341 in other services. In 2024, employees put in $4.64 for every $1.00 the employer contributed; active participation has grown from 126 to 151 since 2022.

Plan summary
Net assets, end of year$8,639,903
Participants with balances228
Active participants151
Employer contributions$187,991
Employee contributions$872,213
Employer contribution per active participant$1,245
Average account balance$37,894
Benefits paid to participants$432,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 228 accts · $188K emplr
2023$7.0M · 217 accts · $170K emplr
2022$6.1M · 186 accts · $136K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,133
Total administrative$1,133
Employer contributions to the Humane Society Silicon Valley plan · 2024
Employer contribution per active participant$1,245
Median for plans this size$1,313
2024$1,245 per active participant
2023$1,138 per active participant
2022$1,078 per active participant

Humane Society Silicon Valley's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$1,133

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,133 · 0.01%
2023$1,766 · 0.03%
2022$1,004 · 0.02%
Same employer
Similar plansOther Services · California
Cbj Associates Inc CA$9.3M · 0.43%
One Degree CA$9.2M · 0.03%
Orangewood Foundation CA$8.7M · 0.70%
Bw Supplies, LLC CA$8.4M · 0.15%
The Health Trust CA$8.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941196215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.