Plan Ledger DOL Form 5500 · updated monthly

Impact Housing US LLC401(k)

IMPACT HOUSING US 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Impact Housing US LLC reported $2,893 in plan administrative expenses for 2024: 0.79% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (9,096th of 9,483), and 5,230th of 5,337 in construction.

Plan summary
Net assets, end of year$471,039
Participants with balances221
Active participants136
Employer contributions$0
Employee contributions$199,167
Employer contribution per active participant$0
Average account balance$2,131
Benefits paid to participants$32,824
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,620
Investment management$273
Total administrative$2,893
The Impact Housing US LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Impact Housing US LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$2,893 · 0.79%
Similar plansConstruction · California
Nugate Group, LLC CA$693K · 3.50%
Kuubix Global LLC CA$676K · 2.30%
Post Alarm Systems CA$626K · 0.30%
Yukon Plastering Inc CA$470K · 0.60%
Solar Optimum CA$455K · 0.75%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 862053895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.