Plan Ledger DOL Form 5500 · updated monthly

Inland Counties Legal Services, Inc401(k)

INLAND COUNTIES LEGAL SERVICES, INC. RETIREMENT SAVINGS PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Inland Counties Legal Services, Inc reported $37,979 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,694 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 0.73% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,578th of 9,483), and 9,286th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 126 to 159 since 2022.

Plan summary
Net assets, end of year$6,267,293
Participants with balances131
Active participants159
Employer contributions$269,273
Employee contributions$559,636
Employer contribution per active participant$1,694
Average account balance$47,842
Benefits paid to participants$629,812
Plan auditUnmodified (clean) audit opinion
AuditorHALLIDAY & COMPANY CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 131 accts · $269K emplr
2023$5.5M · 130 accts · $236K emplr
2022$4.4M · 122 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,973
Investment management$17,006
Total administrative$37,979
The Inland Counties Legal Services, Inc 401(k) match · 2024
Employer contribution per active participant$1,694
Median for plans this size$1,313
2024$1,694 per active participant
2023$1,761 per active participant
2022$1,536 per active participant

Inland Counties Legal Services, Inc's 2024 employer contribution ran above 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$20,973
ALLIANT RETIREMENT SERVICES, LLC · Investment advisory (plan)$17,006

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$37,979 · 0.64%
2023$33,103 · 0.67%
2022$33,044 · 0.73%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 956124556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.