Plan Ledger DOL Form 5500 · updated monthly

Canine Companions for Independence, Inc.403(b)

THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. · SANTA ROSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Canine Companions for Independence, Inc. reported $49,159 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,615 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 0.19% to 0.20%. 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 2,928th-largest of 9,483 plans among California employers on file, and the 3,020th of 11,911 in health care & social assistance. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,700,567
Participants with balances407
Active participants307
Employer contributions$802,861
Employee contributions$1,488,936
Employer contribution per active participant$2,615
Average account balance$65,603
Benefits paid to participants$1,205,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 407 accts · $803K emplr
2023$22.4M · 391 accts · $806K emplr
2022$18.9M · 412 accts · $767K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,137
Investment management$4,022
Total administrative$49,159
Employer contributions to the Canine Companions for Independence, Inc. plan · 2024
Employer contribution per active participant$2,615
Median for plans this size$2,416
2024$2,615 per active participant
2023$2,770 per active participant
2022$2,654 per active participant

Canine Companions for Independence, Inc.'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.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$4,022

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$49,159 · 0.20%
2023$42,477 · 0.21%
2022$38,318 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · California
Boys Republic CA$27.6M · 0.01%
Child Action, Inc. CA$26.9M · 0.07%
Orohealth Corporation CA$26.5M · 1.04%
Samgi CA$26.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942494324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.