Plan Ledger DOL Form 5500 · updated monthly

Veterans Village of San Diego403(b)

VIETNAM VETERANS OF SAN DIEGO, INC. 403(B) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Veterans Village of San Diego reported $549 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,072 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 0.08% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,258th of 9,483), and 2,843rd of 3,341 in other services. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 72 to 124 since 2022.

Plan summary
Net assets, end of year$2,112,294
Participants with balances218
Active participants124
Employer contributions$132,926
Employee contributions$136,952
Employer contribution per active participant$1,072
Average account balance$9,689
Benefits paid to participants$338,223
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 218 accts · $133K emplr
2023$2.0M · 220 accts · $107K emplr
2022$1.8M · 190 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$549
Total administrative$549
Employer contributions to the Veterans Village of San Diego plan · 2024
Employer contribution per active participant$1,072
Median for plans this size$1,313
2024$1,072 per active participant
2023$998 per active participant
2022$907 per active participant

Veterans Village of San Diego's 2024 employer contribution ran below 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$899
LINCOLN NATIONAL CORPORATION · Contract administrator$37

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$549 · 0.03%
2023$849 · 0.05%
2022$1,578 · 0.08%
Same employer
Similar plansOther Services · California
The Reutlinger Community CA$2.3M · 0.81%
Hardy Window Company CA$2.1M · 1.65%
Weal Management LLC CA$2.1M · 0.09%
Seidner & Co Inc CA$2.0M · 1.91%
Westview Services, Inc. CA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953649525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.