Plan Ledger DOL Form 5500 · updated monthly

Neighborhood House Association401(k)

NEIGHBORHOOD HOUSE ASSOCIATION 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Neighborhood House Association reported $33,139 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,511 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 0.10% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,396th-largest of 9,483 plans among California employers on file, and the 1,497th of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 698 to 834 since 2022.

Plan summary
Net assets, end of year$66,163,337
Participants with balances744
Active participants834
Employer contributions$2,094,359
Employee contributions$2,643,617
Employer contribution per active participant$2,511
Average account balance$88,929
Benefits paid to participants$3,197,516
Plan auditUnmodified (clean) audit opinion
AuditorJGD ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$66.2M · 744 accts · $2.1M emplr
2023$58.0M · 724 accts · $1.9M emplr
2022$49.8M · 715 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,139
Total administrative$33,139
The Neighborhood House Association 401(k) match · 2024
Employer contribution per active participant$2,511
Median for plans this size$3,635
2024$2,511 per active participant
2023$2,553 per active participant
2022$2,508 per active participant

Neighborhood House Association's 2024 employer contribution ran below the $3,635 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
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$33,139

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history3
2024$33,139 · 0.05%
2023$29,144 · 0.05%
2022$55,114 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · California
Sansum Clinic CA$67.1M · 0.21%
Sutter Bay Hospitals CA$67.1M · 0.02%
Staar Surgical Company CA$65.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951648184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.