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SANTA CLARA DEVELOPMENT CORPORATION

SANTA CLARA DEVELOPMENT CORPORATION 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,041

Reported employer contributions per active participant.

Higher than about 40% of comparable plans
#People in the filing
288

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$115 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 46% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions40th percentileTypical peer $1,219 · based on 246 comparable plans
Lower reported administrative expense46th percentileTypical peer $100 · based on 259 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SANTA CLARA DEVELOPMENT CORPORATION reported $299,800 in employer contributions across the plan and 288 active participants. That works out to $1,041 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 73.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 4.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$299,800
Participant contributions
$382,066
Other contributions
$91,180
Employer share of reported contributions
44.0%
Beginning assets
$3,045,187
Ending assets
$3,455,791
Ending net assets
$3,455,791
Ending liabilities
$0
Total income
$1,189,002
Total expenses
$778,398
Administrative expenses
$41,362
Participant loans
$208,017

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$599
2023
$1,079
2024
$1,041
Plan-paid administrative expenses per participant
2022
$110
2023
$132
2024
$115
Active participants
2022
350
2023
255
2024
288
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,0412883.5M20250908051132NAL0019033473001
2023$1,0792553M20240913103659NAL0016039280001
2022$5993502.4M20230922110332NAL0004130497001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
6.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
850480904-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2004
Industry
Arts, entertainment, and recreation
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3H3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250908051132NAL0019033473001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗