Plan Ledger DOL Form 5500 · updated monthly

Career Path Services403(b)

CAREER PATH SERVICES 403(B) PLAN · SPOKANE, WA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Career Path Services reported $67,871 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,082 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 3 years on file its reported administrative ratio has held roughly steady near 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Washington (1,136th of 1,714), and the 1,085th of 2,534 in administrative & support services. In 2024, the employer put in $2.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,811,023
Participants with balances211
Active participants111
Employer contributions$897,134
Employee contributions$387,602
Employer contribution per active participant$8,082
Average account balance$41,758
Benefits paid to participants$446,255
Plan auditUnmodified (clean) audit opinion
AuditorANASTASI MOORE MARTIN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 211 accts · $897K emplr
2023$7.0M · 205 accts · $697K emplr
2022$5.8M · 181 accts · $630K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,270
Investment management$3,101
Audit (IQPA)$11,500
Total administrative$67,871
Employer contributions to the Career Path Services plan · 2024
Employer contribution per active participant$8,082
Median for plans this size$1,313
2024$8,082 per active participant
2023$5,533 per active participant
2022$6,061 per active participant

Career Path Services's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
ANASTASI MOORE MARTIN PLLC · Accounting / audit$11,500
RANDALL AND HURLEY, INC · Contract administrator$7,077
EMPOWER RETIREMENT ADVISORY SERVICE · Investment management$3,101
DA DAVIDSON & COindirect comp

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$67,871 · 0.86%
2023$54,970 · 0.86%
2022$48,602 · 0.88%
Same employer
Similar plansAdministrative & Support Services · Washington
Basin Disposal WA$11.4M · 0.62%
Zipstorm, Inc. WA$10.8M · 0.11%
North Forty Group, LLC WA$10.6M · 0.49%
Pay Plus Benefits Inc WA$8.6M · 0.79%
Sunshine Recyclers, Inc. WA$8.0M · 0.56%
Dexcare, Inc. WA$8.0M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911032846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.