Plan Ledger DOL Form 5500 · updated monthly

Side by Side401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF SIDE BY SIDE · SAN ANSELMO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Side by Side reported $2,466 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.04% to 0.05%. 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 (6,805th of 9,483), and 7,572nd of 11,911 in health care & social assistance. active participation has grown from 96 to 108 since 2022.

Plan summary
Net assets, end of year$5,619,982
Participants with balances183
Active participants108
Employer contributions$0
Employee contributions$400,246
Employer contribution per active participant$0
Average account balance$30,710
Benefits paid to participants$269,102
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 183 accts
2023$4.8M · 189 accts
2022$4.4M · 161 accts
The Side by Side 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Side by Side'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$3,156

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$2,466 · 0.05%
2023$997 · 0.02%
2022$1,774 · 0.04%
Similar plansHealth Care & Social Assistance · California
Project Open Hand CA$5.7M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941156301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.