Plan Ledger DOL Form 5500 · updated monthly

St. Vincent de Paul Village401(k)

ST. VINCENT DE PAUL VILLAGE 401K PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

St. Vincent de Paul Village reported $64,961 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $376 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 3 years on file its reported administrative ratio has held roughly steady near 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,163rd of 9,483), and 1,932nd of 3,341 in other services. In 2024, employees put in $5.72 for every $1.00 the employer contributed; active participation has grown from 454 to 654 since 2022.

Plan summary
Net assets, end of year$7,562,228
Participants with balances654
Active participants654
Employer contributions$246,042
Employee contributions$1,407,911
Employer contribution per active participant$376
Average account balance$11,563
Benefits paid to participants$1,155,790
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 654 accts · $246K emplr
2023$6.2M · 618 accts
2022$5.1M · 491 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,961
Total administrative$64,961
The St. Vincent de Paul Village 401(k) match · 2024
Employer contribution per active participant$376
Median for plans this size$1,313

St. Vincent de Paul Village'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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$44,271
PREMIER PLAN CONSULTANTS INC. · Contract administrator$1,872
CAMBRIDGE INVESTMENT GROUP · Investment advisory (plan)$1,361

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$64,961 · 0.94%
2023$52,631 · 0.93%
2022$50,747 · 0.96%
Similar plansOther Services · California
Maravilla Foundation CA$7.7M · 0.07%
Humane, Inc. CA$7.6M · 0.00%
Faith in Action Network CA$7.5M · 0.27%
Image Solutions CA$7.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330492302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.