Plan Ledger DOL Form 5500 · updated monthly

Pacific Legal Foundation403(b)

PACIFIC LEGAL FOUNDATION 403(B) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pacific Legal Foundation reported $1,916 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,453 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.

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 3,934th-largest of 9,483 plans among California employers on file, and 5,952nd of 11,654 in professional & technical services. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$17,825,127
Participants with balances167
Active participants146
Employer contributions$1,380,114
Employee contributions$953,978
Employer contribution per active participant$9,453
Average account balance$106,737
Benefits paid to participants$1,121,289
Plan auditUnmodified (clean) audit opinion
AuditorROGERS & COMPANY PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$17.8M · 167 accts · $1.4M emplr
2023$14.0M · 136 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,916
Total administrative$1,916
The Pacific Legal Foundation 401(k) match · 2024
Employer contribution per active participant$9,453
Median for plans this size$2,416
2024$9,453 per active participant
2023$10,120 per active participant

Pacific Legal 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
NATIONAL BENEFIT SERVICES, LLC · Recordkeeping · Consulting$1,850
NATIONWIDE · Custodial · Trustee (directed)$219,611

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

Recordkeeper by year2
2024NATIONAL BENEFIT SERVICES, LLC
2023NATIONAL BENEFIT SERVICES, LLC

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

Administrative cost history2
2024$1,916 · 0.01%
2023Not separately reported
Same employer
Similar plansProfessional & Technical Services · California
Duarte Communications, Inc. CA$17.9M · 0.63%
Kateeva, Inc CA$17.9M · 0.18%
Cokeva Inc CA$17.8M · 0.45%
Silvaco, Inc. CA$17.8M · 0.30%
Kong, Inc. CA$17.8M · 0.27%
Rock Paper Scissors, LLC CA$17.8M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942197343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.