Plan Ledger DOL Form 5500 · updated monthly

Odd Fellow-Rebekah Children's Home of California401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ODD FELLOW-REBEKAH CHILDREN'S HOME · GILROY, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Odd Fellow-Rebekah Children's Home of California reported $25,292 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,559 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 0.01% to 0.22%. 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 among the smaller plans on file in California (4,986th of 9,483), and the 5,168th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 248 to 284 since 2022.

Plan summary
Net assets, end of year$11,939,981
Participants with balances232
Active participants284
Employer contributions$442,730
Employee contributions$898,782
Employer contribution per active participant$1,559
Average account balance$51,465
Benefits paid to participants$1,434,805
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLS,RICK,&CO
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 232 accts · $443K emplr
2023$10.7M · 230 accts · $343K emplr
2022$8.8M · 214 accts · $272K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,931
Investment management$2,361
Total administrative$25,292
The Odd Fellow-Rebekah Children's Home of California 401(k) match · 2024
Employer contribution per active participant$1,559
Median for plans this size$2,416
2024$1,559 per active participant
2023$1,407 per active participant
2022$1,098 per active participant

Odd Fellow-Rebekah Children's Home of California'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,931

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$25,292 · 0.22%
2023$4,854 · 0.05%
2022$1,395 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
E Center CA$12.1M · 0.10%
Kern Regional Center CA$12.1M · 0.45%
Baychildren's Physicians CA$11.9M · 0.38%
Axis Community Health, Inc. CA$11.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941167402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.