Plan Ledger DOL Form 5500 · updated monthly

Single Room Occupancy Housing Corporation401(k)

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION · LOS ANGELES, 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

Single Room Occupancy Housing Corporation reported $3,189 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,089 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 0.052% to 0.045%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,133rd of 9,483), and 4,210th of 4,798 in finance & insurance. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves; active participation has grown from 170 to 220 since 2022.

Plan summary
Net assets, end of year$7,635,848
Participants with balances272
Active participants220
Employer contributions$239,610
Employee contributions$182,365
Employer contribution per active participant$1,089
Average account balance$28,073
Benefits paid to participants$184,574
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 272 accts · $240K emplr
2023$6.4M · 255 accts · $233K emplr
2022$5.6M · 232 accts · $202K emplr
The Single Room Occupancy Housing Corporation 401(k) match · 2024
Employer contribution per active participant$1,089
Median for plans this size$1,313
2024$1,089 per active participant
2023$1,165 per active participant
2022$1,188 per active participant

Single Room Occupancy Housing Corporation's 2024 employer contribution ran below the $1,313 median for plans its size. 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$4,517

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$3,189 · 0.05%
2023$2,311 · 0.04%
2022$3,105 · 0.05%
Same employer
Similar plansFinance & Insurance · California
Goldco Direct LLC CA$7.9M · 0.90%
Anchor Loans, LP CA$7.9M · 0.22%
Sumup, Inc. CA$7.7M · 0.33%
Aspiration Partners, Inc. CA$7.7M · 0.52%
Vouch, Inc. CA$7.6M · 0.39%
Habemco, LLC CA$7.3M · 0.77%
Ocmbc Inc. CA$7.2M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953909215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.