Plan Ledger DOL Form 5500 · updated monthly

Vista Hill FoundationMoney purchase plan

VISTA HILL FOUNDATION MONEY PURCHASE PENSION PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Vista Hill Foundation reported $40,775 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,425 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 0.28% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,073rd-largest of 9,483 plans among California employers on file, and the 4,145th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$16,908,458
Participants with balances937
Active participants367
Employer contributions$1,257,035
Employee contributions$0
Employer contribution per active participant$3,425
Average account balance$18,045
Benefits paid to participants$600,502
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 937 accts · $1.3M emplr
2023$14.4M · 1,087 accts · $1.1M emplr
2022$14.0M · 1,051 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,775
Total administrative$40,775
Employer contributions to the Vista Hill Foundation plan · 2024
Employer contribution per active participant$3,425
Median for plans this size$2,416
2024$3,425 per active participant
2023$2,820 per active participant
2022$2,795 per active participant

Vista Hill Foundation's 2024 employer contribution ran above the $2,416 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.

Administrative cost history3
2024$40,775 · 0.26%
2023$34,124 · 0.24%
2022$41,206 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · California
Brillant Corners CA$17.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951944230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.