Plan Ledger DOL Form 5500 · updated monthly

National Marine Mammal Foundation401(k)

NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

National Marine Mammal Foundation reported $22,980 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,000 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 fell from 0.20% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,008th-largest of 9,483 plans among California employers on file, and 6,058th of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has shrunk from 145 to 82 since 2022.

Plan summary
Net assets, end of year$17,293,781
Participants with balances117
Active participants82
Employer contributions$410,037
Employee contributions$657,610
Employer contribution per active participant$5,000
Average account balance$147,810
Benefits paid to participants$1,554,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 117 accts · $410K emplr
2023$15.0M · 123 accts · $412K emplr
2022$13.1M · 121 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,320
Investment management$18,660
Total administrative$22,980
The National Marine Mammal Foundation 401(k) match · 2024
Employer contribution per active participant$5,000
Median for plans this size$2,416
2024$5,000 per active participant
2023$3,032 per active participant
2022$2,861 per active participant

National Marine Mammal Foundation's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FINANCIAL ADVOCATES INVESTMENT MANA · Investment advisory (plan)$11,250
GALLAGHER FIDUCIARY ADVISORS · Investment advisory (participants)$7,410

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

Administrative cost history3
2024$22,980 · 0.14%
2023$14,237 · 0.10%
2022$29,361 · 0.20%
Similar plansProfessional & Technical Services · California
Curology, Inc. CA$17.4M · 0.61%
Aria Systems, LLC CA$17.4M · 0.04%
Etic CA$17.4M · 0.40%
Zag Technical Services CA$17.2M · 0.53%
Liveaction, Inc. CA$17.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261501109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.