Plan Ledger DOL Form 5500 · updated monthly

The California Endowment401(k)

THE CALIFORNIA ENDOWMENT 401(K) · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The California Endowment reported $39,226 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $17,404 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 rose from 0.00% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,460th-largest of 9,483 plans among California employers on file, and the 337th of 3,341 in other services. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$63,253,618
Participants with balances227
Active participants155
Employer contributions$2,697,664
Employee contributions$2,042,833
Employer contribution per active participant$17,404
Average account balance$278,650
Benefits paid to participants$5,417,921
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.3M · 227 accts · $2.7M emplr
2023$55.5M · 232 accts · $2.6M emplr
2022$44.9M · 224 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,351
Investment management$14,875
Total administrative$39,226
The The California Endowment 401(k) match · 2024
Employer contribution per active participant$17,404
Median for plans this size$3,635
2024$17,404 per active participant
2023$16,949 per active participant
2022$8,175 per active participant

The California Endowment's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$14,875

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$39,226 · 0.07%
2023$4,450 · 0.01%
2022$1,816 · 0.00%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 954523232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.