Plan Ledger DOL Form 5500 · updated monthly

Castle Family Health Centers, Inc.403(b)

CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN · ATWATER, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Castle Family Health Centers, Inc. reported $47,982 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $666 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 0.01% to 0.48%. 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 among the smaller plans on file in California (5,324th of 9,483), and the 5,567th of 11,911 in health care & social assistance. In 2024, employees put in $3.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,466,270
Participants with balances135
Active participants216
Employer contributions$143,818
Employee contributions$540,417
Employer contribution per active participant$666
Average account balance$77,528
Benefits paid to participants$1,007,572
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 135 accts · $144K emplr
2023$9.7M · 142 accts · $130K emplr
2022$8.0M · 134 accts · $124K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,982
Total administrative$47,982
Employer contributions to the Castle Family Health Centers, Inc. plan · 2024
Employer contribution per active participant$666
Median for plans this size$2,416
2024$666 per active participant
2023$629 per active participant
2022$532 per active participant

Castle Family Health Centers, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
NATIONWIDE · Recordkeeping · Loan processing$25,557
LPL FINANCIAL, LLCP-RPCP · Investment advisory (plan)$44,584

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,982 · 0.48%
2023$40,115 · 0.45%
2022$508 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Elica Health Centers CA$10.7M · 0.52%
Bill Wilson Center CA$10.5M · 0.63%
San Diego Youth Services CA$10.5M · 0.02%
Lincoln CA$10.4M · 0.00%
National Renal Care, LLC CA$10.4M · 0.79%
Front St. Inc. CA$10.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205864304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.