Plan Ledger DOL Form 5500 · updated monthly

California Teaching Fellows Foundation403(b)

CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN · FRESNO, CA · plan year 2022

Reported admin expense ratio · 2022
0.09%

California Teaching Fellows Foundation reported $210 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,237th of 9,483), and 3,067th of 3,091 in educational services.

Plan summary
Net assets, end of year$233,778
Participants with balances12
Active participants2,483
Employer contributions—
Employee contributions$17,607
Employer contribution per active participant—
Average account balance$19,482
Benefits paid to participants$787
Plan auditUnmodified (clean) audit opinion
AuditorHUDSON HENDERSON & COMPANY, INC.
Administrative expenses, itemized · 2022
Professional / advisory$210
Total administrative$210
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$210 · 0.09%
Similar plansEducational Services · California
Timothy D Bowen CA$252K · 0.68%
Middle Tree Incorporated CA$126K · 17.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200359353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.