Plan Ledger DOL Form 5500 · updated monthly

San Diego Tourism Authority401(k)

SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

San Diego Tourism Authority reported $30,383 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,551 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 4,682nd-largest of 9,483 plans among California employers on file, and the 834th of 2,534 in administrative & support services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 62 to 72 since 2022.

Plan summary
Net assets, end of year$13,408,821
Participants with balances122
Active participants72
Employer contributions$327,645
Employee contributions$622,943
Employer contribution per active participant$4,551
Average account balance$109,908
Benefits paid to participants$679,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 122 accts · $328K emplr
2023$11.6M · 120 accts · $293K emplr
2022$9.9M · 115 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,725
Investment management$28,658
Total administrative$30,383
The San Diego Tourism Authority 401(k) match · 2024
Employer contribution per active participant$4,551
Median for plans this size$2,416
2024$4,551 per active participant
2023$3,906 per active participant
2022$3,918 per active participant

San Diego Tourism Authority'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 · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$28,657
ADP, INC. · Loan processing · Recordkeeping$1,725
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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

Administrative cost history3
2024$30,383 · 0.24%
2023$24,613 · 0.23%
2022$25,902 · 0.23%
Similar plansAdministrative & Support Services · California
Service by Medallion CA$14.0M · 0.26%
Zempleo, Inc. CA$13.9M · 0.63%
Scio Technologies, Inc. CA$13.8M · 0.09%
Drata Inc CA$13.3M · 0.11%
Popout, Inc. dba Shippo CA$13.2M · 0.07%
Valmetal Tulare, Inc. CA$13.1M · 0.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951812810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.