Plan Ledger DOL Form 5500 · updated monthly

San Diego Humane Society S.P.C.A.403(b)

SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

San Diego Humane Society S.P.C.A. reported $49,666 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,378 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 0.23% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,788th-largest of 9,483 plans among California employers on file, and the 762nd of 3,341 in other services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,580,288
Participants with balances461
Active participants696
Employer contributions$958,863
Employee contributions$1,595,829
Employer contribution per active participant$1,378
Average account balance$61,996
Benefits paid to participants$1,869,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 461 accts · $959K emplr
2023$23.8M · 411 accts · $806K emplr
2022$20.1M · 392 accts · $716K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,580
Investment management$21,086
Total administrative$49,666
Employer contributions to the San Diego Humane Society S.P.C.A. plan · 2024
Employer contribution per active participant$1,378
Median for plans this size$2,416
2024$1,378 per active participant
2023$1,154 per active participant
2022$1,096 per active participant

San Diego Humane Society S.P.C.A.'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$28,580
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$21,086

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$49,666 · 0.19%
2023$43,567 · 0.20%
2022$43,212 · 0.23%
Same employer
Similar plansOther Services · California
Cypress Lawn Cemetery Assoc CA$28.8M · 0.50%
Los Angeles Lgbt Center CA$28.8M · 0.06%
Conrad N. Hilton Foundation CA$28.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951661688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.