Plan Ledger DOL Form 5500 · updated monthly

Stanford Youth Solutions401(k)

STANFORD SIERRA YOUTH & FAMILIES 403B PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Stanford Youth Solutions reported $46,797 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $2,117 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 0.64% to 0.56%. 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 (5,762nd of 9,483), and 6,086th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 221 to 257 since 2022.

Plan summary
Net assets, end of year$8,920,323
Participants with balances326
Active participants257
Employer contributions$544,190
Employee contributions$910,653
Employer contribution per active participant$2,117
Average account balance$27,363
Benefits paid to participants$1,094,997
Plan auditUnmodified (clean) audit opinion
AuditorGILMORE & ASSOCIATE
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 326 accts · $544K emplr
2023$7.8M · 357 accts · $445K emplr
2022$6.2M · 311 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,600
Investment management$42,197
Total administrative$46,797
The Stanford Youth Solutions 401(k) match · 2024
Employer contribution per active participant$2,117
Median for plans this size$1,313
2024$2,117 per active participant
2023$1,860 per active participant
2022$1,667 per active participant

Stanford Youth Solutions's 2024 employer contribution ran above 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

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$46,797 · 0.56%
2023$37,495 · 0.54%
2022$34,450 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · California
Total Vision LLC CA$9.0M · 0.70%
Masada Homes CA$9.0M · 0.51%
Alma Family Services CA$8.9M · 0.04%
Principles, Inc. CA$8.9M · 0.12%
Ck Franchising, Inc. CA$8.8M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680065690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.