Plan Ledger DOL Form 5500 · updated monthly

International Institute of Los Angeles401(k)

INTERNATIONAL INSTITUTE OF LOS ANGELES RETIREMENT SAVINGS PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

International Institute of Los Angeles reported $55,088 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $4,139 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 0.71% to 0.76%. 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 (5,971st of 9,483), and 1,852nd of 3,341 in other services. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves; active participation has grown from 130 to 154 since 2022.

Plan summary
Net assets, end of year$8,127,189
Participants with balances191
Active participants154
Employer contributions$637,331
Employee contributions$459,089
Employer contribution per active participant$4,139
Average account balance$42,551
Benefits paid to participants$312,427
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 191 accts · $637K emplr
2023$6.4M · 182 accts · $245K emplr
2022$5.3M · 168 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,088
Total administrative$55,088
The International Institute of Los Angeles 401(k) match · 2024
Employer contribution per active participant$4,139
Median for plans this size$1,313
2024$4,139 per active participant
2023$1,679 per active participant
2022$2,448 per active participant

International Institute of Los Angeles's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

Service providers · 20244
JOHN HANCOCK USA · Recordkeeping · Investment management$19,097
SAGEVIEW ADVISORS · Insurance broker$19,687
HOLTHOUSE, CARLIN & VAN TRIGT, LLP · Insurance broker$9,028
ASCENSUS$3,751

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$55,088 · 0.76%
2023$41,519 · 0.71%
2022$35,923 · 0.71%
Same employer
Similar plansOther Services · California
The Health Trust CA$8.4M · 0.31%
Evite, Inc. CA$8.4M · 0.47%
G&C Auto Body CA$8.4M · 0.13%
Compass LLC CA$8.3M · 0.19%
Reading Partners CA$8.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951641446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.