Plan Ledger DOL Form 5500 · updated monthly

South Coast Children's Society, Inc.401(k)

SOUTH COAST CHILDREN'S SOCIETY, INC. 401(K) PLAN · MISSION VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
1.55%

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

South Coast Children's Society, Inc. reported $40,518 in plan administrative expenses for 2024: 1.55% of average plan assets, higher than ~90% 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 fell from 2.27% to 1.55%. 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 (7,773rd of 9,483), and 9,153rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,139,923
Participants with balances325
Active participants341
Employer contributions$0
Employee contributions$906,008
Employer contribution per active participant$0
Average account balance$9,661
Benefits paid to participants$272,566
Plan auditUnmodified (clean) audit opinion
AuditorLANCE, SOLL & LUNGHARD, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 325 accts
2023$2.1M · 308 accts
2022$1.1M · 257 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,772
Investment management$14,020
Total administrative$40,518
The South Coast Children's Society, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

South Coast Children's Society, Inc.'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 · 20244
CAMBRIDGE INVESTMENT RESEARCH INC · Investment advisory (plan)$12,836
MMA SECURITIES LLC$1,726
EMPOWER ADVISORY GROUP, LLC · Investment management$1,184

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

Administrative cost history3
2024$40,518 · 1.55%
2023$25,384 · 1.60%
2022$19,635 · 2.27%
Same employer
Similar plansHealth Care & Social Assistance · California
Vida Family Therapy PC CA$3.2M · 0.19%
East Bay Innovations CA$3.2M · 0.10%
Home Start, Inc CA$3.1M · 0.57%
Alloy Die Casting Co. CA$3.1M · 0.71%
Lincoln Training Center CA$3.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330521169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.