IsanaProfit-sharing plan
ISANA CLASSIFIED EMPLOYEES RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Isana reported $2,705 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $855 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 educational services employers. By assets it is among the smaller plans on file in California (8,957th of 9,483), and 3,011th of 3,091 in educational services.
Isana's 2024 employer contribution ran above the $540 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 201782192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.