Plan Ledger DOL Form 5500 · updated monthly

Info Line of San Diego County403(b)

403(B) THRIFT PLAN OF INFO LINE OF SAN DIEGO COUNTY · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Info Line of San Diego County reported $8,800 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,078 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 0.45% to 0.16%. 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 (6,513th of 9,483), and 7,132nd of 11,911 in health care & social assistance. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,438,213
Participants with balances204
Active participants294
Employer contributions$317,002
Employee contributions$550,222
Employer contribution per active participant$1,078
Average account balance$31,560
Benefits paid to participants$687,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 204 accts · $317K emplr
2023$4.8M · 190 accts · $294K emplr
2022$3.5M · 165 accts · $267K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,400
Total administrative$8,800
Employer contributions to the Info Line of San Diego County plan · 2024
Employer contribution per active participant$1,078
Median for plans this size$1,313
2024$1,078 per active participant
2023$994 per active participant
2022$910 per active participant

Info Line of San Diego County'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
DLK INVESTMENT MGMT LLCindirect comp

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$8,800 · 0.16%
2023$5,325 · 0.13%
2022$16,230 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · California
Horizon Services, Inc. CA$6.5M · 0.10%
Jumpstartmd, Inc. CA$6.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331029843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.