Plan Ledger DOL Form 5500 · updated monthly

St. Mary & All Angels Christian Church401(k)

ST. MARY & ALL ANGELS CHRISTIAN CHURCH RETIREMENT PLAN · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

St. Mary & All Angels Christian Church reported $1,035 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,377 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 0.010% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,006th of 9,483), and 1,976th of 3,091 in educational services. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,848,164
Participants with balances168
Active participants168
Employer contributions$399,271
Employee contributions$699,447
Employer contribution per active participant$2,377
Average account balance$70,525
Benefits paid to participants$704,181
Plan auditUnmodified (clean) audit opinion
AuditorDAVIS FARR LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 168 accts · $399K emplr
2023$10.1M · 161 accts · $370K emplr
2022$7.9M · 153 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,035
Total administrative$1,035
The St. Mary & All Angels Christian Church 401(k) match · 2024
Employer contribution per active participant$2,377
Median for plans this size$2,416
2024$2,377 per active participant
2023$2,240 per active participant
2022$2,020 per active participant

St. Mary & All Angels Christian Church's 2024 employer contribution ran below the $2,416 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,410
LPL FINANCIAL LLC · Consultingindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,035 · 0.01%
2023$574 · 0.01%
2022$857 · 0.01%
Similar plansEducational Services · California
Mathnasium LLC CA$12.1M · 0.42%
Laurence School CA$12.0M · 0.20%
New Roads School CA$11.9M · 0.29%
Vistamar School CA$11.8M · 0.08%
Mwla, Inc. CA$11.7M · 0.12%
Marin Horizon School CA$11.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330771131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.