Plan Ledger DOL Form 5500 · updated monthly

Union of California State Workers401(k)

UNION OF CA STATE WORKERS 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Union of California State Workers reported $26,125 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. 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 0.21% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 4,528th-largest of 9,483 plans among California employers on file, and the 1,338th of 3,341 in other services.

Plan summary
Net assets, end of year$14,176,343
Participants with balances155
Active participants150
Employer contributions—
Employee contributions$1,165,492
Employer contribution per active participant—
Average account balance$91,460
Benefits paid to participants$712,594
Plan auditUnmodified (clean) audit opinion
AuditorCALIBRE CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 155 accts
2023$12.1M · 154 accts
2022$10.8M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,125
Total administrative$26,125
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,125

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$26,125 · 0.20%
2023$25,968 · 0.23%
2022$24,763 · 0.21%
Same employer
Similar plansOther Services · California
Unico Mechanical Corp. CA$14.4M · 0.42%
El Proyecto Del Barrio,Inc. CA$14.4M · 0.14%
Pdq Enterprises, Inc CA$14.3M · 0.21%
East Lawn, Inc. CA$14.3M · 0.34%
Inglewood Park Cemetery CA$13.9M · 0.61%
The Beautiful Group, LLC CA$13.8M · 1.07%
Kretek International, Inc. CA$13.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680475305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.