Plan Ledger DOL Form 5500 · updated monthly

San Diego Youth Services401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

San Diego Youth Services reported $2,369 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $493 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 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,319th of 9,483), and the 5,560th of 11,911 in health care & social assistance. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has grown from 258 to 293 since 2022.

Plan summary
Net assets, end of year$10,486,695
Participants with balances392
Active participants293
Employer contributions$144,568
Employee contributions$425,435
Employer contribution per active participant$493
Average account balance$26,752
Benefits paid to participants$387,239
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 392 accts · $145K emplr
2023$8.9M · 354 accts · $118K emplr
2022$7.5M · 301 accts · $93K emplr
The San Diego Youth Services 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$430 per active participant
2022$362 per active participant

San Diego Youth Services's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,357

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,369 · 0.02%
2023$633 · 0.01%
2022$1,137 · 0.01%
Same employer
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Elica Health Centers CA$10.7M · 0.52%
Bill Wilson Center CA$10.5M · 0.63%
Lincoln CA$10.4M · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 952648050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.