Plan Ledger DOL Form 5500 · updated monthly

The Marine Mammal Center401(k)

THE MARINE MAMMAL CENTER 401(K) PSP & TRUST · SAUSALITO, CA · plan year 2024

Reported admin expense ratio · 2024
0.96%

The Marine Mammal Center reported $60,921 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. 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 1.18% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,291st of 9,483), and 9,007th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,115,411
Participants with balances156
Active participants132
Employer contributions—
Employee contributions$768,181
Employer contribution per active participant—
Average account balance$45,612
Benefits paid to participants$162,532
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 156 accts
2023$5.5M · 149 accts · $310K emplr
2022$3.7M · 127 accts · $469K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,024
Investment management$44,897
Total administrative$60,921
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
ASCENSUS LLC · Loan processing · Recordkeeping$16,024
FISHER ASSET MANAGEMENT, LLC · Investment advisory (plan)$44,897

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$60,921 · 0.96%
2023$50,039 · 1.09%
2022$42,098 · 1.18%
Same employer
Similar plansProfessional & Technical Services · California
Wai & Connor, LLP CA$7.3M · 0.01%
Bitwarden Inc. CA$7.2M · 0.09%
Sureprep LLC CA$7.2M · 0.03%
Legacy Effects, LLC CA$7.1M · 0.56%
Semler Scientific, Inc. CA$7.1M · 0.19%
Styleseat, Inc. CA$7.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510144434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.