Plan Ledger DOL Form 5500 · updated monthly

Wayfinder Family Services401(k)

WAYFINDER FAMILY SERVICES 401(K) RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Wayfinder Family Services reported $101,734 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,319 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 0.34% to 0.65%. 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 4,283rd-largest of 9,483 plans among California employers on file, and the 4,357th of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,680,077
Participants with balances316
Active participants360
Employer contributions$474,966
Employee contributions$904,079
Employer contribution per active participant$1,319
Average account balance$49,620
Benefits paid to participants$2,894,177
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 316 accts · $475K emplr
2023$15.6M · 329 accts · $479K emplr
2022$13.6M · 342 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,424
Investment management$53,688
Total administrative$101,734
The Wayfinder Family Services 401(k) match · 2024
Employer contribution per active participant$1,319
Median for plans this size$2,416
2024$1,319 per active participant
2023$1,309 per active participant
2022$727 per active participant

Wayfinder Family Services's 2024 employer contribution ran below 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.

Service providers · 20244
SECURITIES AMERICA ADVISORS INC · Investment advisory (plan)$38,104
EMPOWER ADVISORY GROUP, LLC · Investment management$15,584
WORLD INVESTMENT ADVISORS LLC$7,622

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

Administrative cost history3
2024$101,734 · 0.65%
2023$93,480 · 0.64%
2022$47,854 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · California
Cogir Management USA, Inc. CA$16.0M · 1.23%
Careonsite Management, Inc. CA$15.9M · 0.54%
Self Help for the Elderly CA$15.9M · 0.01%
Beta Bionics, Inc. CA$15.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951977659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.