Plan Ledger DOL Form 5500 · updated monthly

Maravilla Foundation401(k)

MARAVILLA FOUNDATION RETIREMENT PLAN · COMMERCE, CA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Maravilla Foundation reported $5,134 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,726 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 0.047% to 0.051%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,111th of 9,483), and 1,908th of 3,341 in other services.

Plan summary
Net assets, end of year$7,693,465
Participants with balances185
Active participants165
Employer contributions$779,845
Employee contributions—
Employer contribution per active participant$4,726
Average account balance$41,586
Benefits paid to participants$297,049
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 196 accts · $827K emplr
2023$7.7M · 185 accts · $780K emplr
2022$7.0M · 223 accts · $716K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,134
Total administrative$5,134
The Maravilla Foundation 401(k) match · 2023
Employer contribution per active participant$4,726
Median for plans this size$1,308
2024$4,779 per active participant
2023$4,726 per active participant
2022$4,534 per active participant

Maravilla Foundation's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERITAS LIFE INSURANCE CORP · Recordkeeping · Loan processing$5,134

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$3,942 · 0.05%
2023$5,134 · 0.07%
2022$3,125 · 0.05%
Similar plansOther Services · California
Reading Partners CA$8.0M · 0.10%
Humane, Inc. CA$7.6M · 0.00%
Faith in Action Network CA$7.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952493292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.