Plan Ledger DOL Form 5500 · updated monthly

Shasta County Head Start Child Development, Inc.401(k)

SHASTA COUNTY HEAD START CHILD DEVELOPMENT, INC. 401(K) PLAN · REDDING, CA · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Shasta County Head Start Child Development, Inc. reported $2,722 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $433 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 0.07% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,076th of 9,483), and 2,534th of 3,091 in educational services. In 2023, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,789,766
Participants with balances153
Active participants160
Employer contributions$69,319
Employee contributions$274,883
Employer contribution per active participant$433
Average account balance$31,306
Benefits paid to participants$572,609
Plan auditUnmodified (clean) audit opinion
AuditorD.H. SCOTT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 149 accts · $69K emplr
2023$4.8M · 153 accts · $69K emplr
2022$4.4M · 160 accts · $76K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,722
Total administrative$2,722
The Shasta County Head Start Child Development, Inc. 401(k) match · 2023
Employer contribution per active participant$433
Median for plans this size$1,308
2024$446 per active participant
2023$433 per active participant
2022$488 per active participant

Shasta County Head Start Child Development, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERICAN TRUST COMPANY · Contract administrator · Trustee (discretionary)$2,722

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$2,567 · 0.05%
2023$2,722 · 0.06%
2022$3,284 · 0.07%
Same employer
Similar plansEducational Services · California
The Primary School Labs CA$5.0M · 0.40%
St. Anne School CA$4.9M · 0.40%
Simpson University CA$4.7M · 0.69%
Amethod Public Schools CA$4.5M · 0.23%
Warren Walker School, Inc CA$4.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237281925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.