Plan Ledger DOL Form 5500 · updated monthly

Pasadena Chamber of Commerce and Civic Association401(k)

PASADENA CHAMBER OF COMMERECE MEMBER RETIREMENT PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Pasadena Chamber of Commerce and Civic Association reported $64,950 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $2,450 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 1 year on file its reported administrative ratio rose from 0.77% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,611th of 9,483), and 1,705th of 3,341 in other services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,475,949
Participants with balances239
Active participants282
Employer contributions$690,853
Employee contributions$1,082,387
Employer contribution per active participant$2,450
Average account balance$39,648
Benefits paid to participants$272,422
Plan auditDisclaimer of opinion
AuditorCAMBALIZA MCGEE LLP
Plan history2
Yearassets · accounts · employer contribution
2024$9.5M · 239 accts · $691K emplr
2023$6.7M · 176 accts · $575K emplr
The Pasadena Chamber of Commerce and Civic Association 401(k) match · 2024
Employer contribution per active participant$2,450
Median for plans this size$1,313
2024$2,450 per active participant
2023$2,545 per active participant

Pasadena Chamber of Commerce and Civic Association's 2024 employer contribution ran above the $1,313 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 · 20244
TRANSAMERICA FINANCIAL LIFE · Recordkeeping · Loan processing$40,158
MILLENNIUM PENSION SERVICES · Recordkeeping · Loan processing$8,478
PASADENA PRIVATE WEALTH LLC · Investment advisory (plan)$10,601
ERISA SMART, INC · Plan administrator$5,155

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

Recordkeeper by year2
2024MILLENNIUM PENSION SERVICES, Transamerica
2023MILLENNIUM PENSION SERVICES, Transamerica

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

Administrative cost history2
2024$64,950 · 0.81%
2023$43,142 · 0.77%
Similar plansOther Services · California
Cotton on USA, Inc. CA$9.5M · 0.95%
Lifehouse, Inc. CA$9.4M · 0.89%
Cbj Associates Inc CA$9.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950616125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.