Plan Ledger DOL Form 5500 · updated monthly

Lighthouse for the Blind and Visually Impaired401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Lighthouse for the Blind and Visually Impaired reported $680 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,361 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,738th-largest of 9,483 plans among California employers on file, and the 4,890th of 11,911 in health care & social assistance. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 129 to 203 since 2022.

Plan summary
Net assets, end of year$13,086,561
Participants with balances151
Active participants203
Employer contributions$479,366
Employee contributions$844,560
Employer contribution per active participant$2,361
Average account balance$86,666
Benefits paid to participants$57,617
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 151 accts · $479K emplr
2023$9.9M · 118 accts · $332K emplr
2022$8.0M · 105 accts · $270K emplr
The Lighthouse for the Blind and Visually Impaired 401(k) match · 2024
Employer contribution per active participant$2,361
Median for plans this size$2,416
2024$2,361 per active participant
2023$2,131 per active participant
2022$2,091 per active participant

Lighthouse for the Blind and Visually Impaired's 2024 employer contribution ran below the $2,416 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$884

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$680 · 0.01%
2023$222 · 0.00%
2022$255 · 0.00%
Similar plansHealth Care & Social Assistance · California
The Guidance Center CA$13.4M · 0.01%
Community Solutions CA$13.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941415317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.