Plan Ledger DOL Form 5500 · updated monthly

Mexican American Opportunity Foundation403(b)

THE MAOF 403(B) PLAN · MONTEBELLO, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Mexican American Opportunity Foundation reported $112,315 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,379 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 0.03% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,860th-largest of 9,483 plans among California employers on file, and the 788th of 3,341 in other services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,571,022
Participants with balances1,054
Active participants955
Employer contributions$1,317,290
Employee contributions$1,754,009
Employer contribution per active participant$1,379
Average account balance$26,158
Benefits paid to participants$1,660,652
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 1,054 accts · $1.3M emplr
2023$23.8M · 967 accts · $1.1M emplr
2022$21.2M · 899 accts · $989K emplr
Employer contributions to the Mexican American Opportunity Foundation plan · 2024
Employer contribution per active participant$1,379
Median for plans this size$2,416
2024$1,379 per active participant
2023$1,227 per active participant
2022$1,100 per active participant

Mexican American Opportunity Foundation'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 · 20242
MUTUAL OF AMERICA SEC. CORP. LLC · Recordkeeping · Loan processing$61,854
WILSHIRE ASSOCIATES INC. · Named fiduciary$10,309

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$112,315 · 0.44%
2023$59,188 · 0.26%
2022$6,644 · 0.03%
Same employer
Similar plansOther Services · California
Links Healthcare Group LLC CA$27.3M · 0.80%
Simco Electronics CA$26.8M · 0.51%
San Francisco Spca CA$26.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952594166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.