Plan Ledger DOL Form 5500 · updated monthly

Interfaith Community Services, Inc.401(k)

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF INTERFAITH COMMUNITY SERVICES, INC. · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Interfaith Community Services, Inc. reported $4,453 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,340 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 rose from 0.05% to 0.07%. 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 (6,225th of 9,483), and 6,701st of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 270 to 298 since 2022.

Plan summary
Net assets, end of year$7,373,124
Participants with balances484
Active participants298
Employer contributions$399,215
Employee contributions$671,811
Employer contribution per active participant$1,340
Average account balance$15,234
Benefits paid to participants$349,410
Plan auditUnmodified (clean) audit opinion
AuditorCAMBALIZA MCGEE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 484 accts · $399K emplr
2023$5.8M · 441 accts · $318K emplr
2022$4.5M · 458 accts · $285K emplr
The Interfaith Community Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,340
Median for plans this size$1,313
2024$1,340 per active participant
2023$1,136 per active participant
2022$1,057 per active participant

Interfaith Community 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$6,641

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$4,453 · 0.07%
2023$2,331 · 0.05%
2022$2,363 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · California
Community Youth Center CA$7.4M · 0.59%
Arc Imperial Valley CA$7.3M · 0.05%
Conard House, Inc. CA$7.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953837714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.