Plan Ledger DOL Form 5500 · updated monthly

Sierra Central Credit Union401(k)

SIERRA CENTRAL CREDIT UNION 401(K) RETIREMENT PLAN · YUBA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

Sierra Central Credit Union reported $80,360 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. 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 0.49% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,581st-largest of 9,483 plans among California employers on file, and 3,017th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$20,419,479
Participants with balances309
Active participants223
Employer contributions—
Employee contributions$1,210,934
Employer contribution per active participant—
Average account balance$66,082
Benefits paid to participants$1,877,001
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 309 accts
2023$19.1M · 313 accts · $534K emplr
2022$16.3M · 325 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,348
Investment management$25,012
Total administrative$80,360
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 · 20244
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$55,337
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$18,279
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$6,283
CHARLES SCHWAB · Custodial (securities)indirect 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
2024The Standard
2023The Standard

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

Administrative cost history3
2024$80,360 · 0.41%
2023$86,051 · 0.49%
2022$87,935 · 0.49%
Same employer
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Bolton and Company CA$20.8M · 0.02%
Ieq Capital, LLC CA$20.7M · 0.31%
Tipalti, Inc. CA$20.5M · 0.04%
Sesloc Federal Credit Union CA$20.4M · 0.05%
Bac Community Bank CA$20.4M · 0.00%
Five Star Bank CA$20.3M · 0.03%
Albourne America LLC CA$20.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941484851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.