Plan Ledger DOL Form 5500 · updated monthly

Legal Aid Society of San Diego, Inc403(b)

LEGAL AID SOCIETY OF SAN DIEGO, INC. 403(B) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Legal Aid Society of San Diego, Inc reported $750 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 0.03% to 0.02%. 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 (7,528th of 9,483), and 10,292nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,678,682
Participants with balances112
Active participants232
Employer contributions—
Employee contributions$534,852
Employer contribution per active participant—
Average account balance$32,845
Benefits paid to participants$438,235
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 112 accts
2023$3.1M · 104 accts
2022$2.4M · 99 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$750
Total administrative$750
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.

Administrative cost history3
2024$750 · 0.02%
2023$700 · 0.03%
2022$650 · 0.03%
Same employer
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Nexhealth, Inc. CA$3.7M · 0.09%
Incube Labs, LLC CA$3.7M · 0.00%
Bipo Service USA Corp. CA$3.6M · 0.18%
Hawke Media, LLC CA$3.6M · 0.35%
Tubular Labs, Inc. CA$3.6M · 0.03%
Pact Pharma Inc. CA$3.6M · 0.48%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 951869806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.