Plan Ledger DOL Form 5500 · updated monthly

The Rinks Foundation401(k)

THE RINKS 401(K) SAVINGS PLAN · ANAHEIM, CA · plan year 2023

Reported admin expense ratio · 2023
0.70%

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

The Rinks Foundation reported $34,669 in plan administrative expenses for 2023: 0.70% of average plan assets, above the peer median. Employer contributions averaged $308 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 0.66% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,851st of 9,483), and 903rd of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,462,270
Participants with balances185
Active participants489
Employer contributions$150,530
Employee contributions$319,033
Employer contribution per active participant$308
Average account balance$29,526
Benefits paid to participants$193,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 187 accts · $161K emplr
2023$5.5M · 185 accts · $151K emplr
2022$4.4M · 175 accts · $133K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,669
Total administrative$34,669
The The Rinks Foundation 401(k) match · 2023
Employer contribution per active participant$308
Median for plans this size$1,308
2024$338 per active participant
2023$308 per active participant
2022$277 per active participant

The Rinks Foundation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$456

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$35,089 · 0.74%
2023$34,669 · 0.70%
2022$30,682 · 0.66%
Similar plansArts, Entertainment & Recreation · California
Spare Time, Inc. CA$5.6M · 0.55%
Thunderbird Country Club CA$5.6M · 0.10%
Touchstone Climbing, Inc. CA$5.5M · 0.01%
I/D Public Relations CA$5.3M · 0.62%
Blackhawk Country Club CA$5.3M · 0.51%
The Hettema Group CA$4.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873601813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.