Plan Ledger DOL Form 5500 · updated monthly

Cesar Chavez Foundation403(b)

CESAR CHAVEZ FOUNDATION 403(B) PLAN · KEENE, CA · plan year 2022

Reported admin expense ratio · 2022
0.65%

Cesar Chavez Foundation reported $2,754 in plan administrative expenses for 2022: 0.65% of average plan assets, below the peer median. 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 other services employers. By assets it is among the smaller plans on file in California (9,090th of 9,483), and 3,192nd of 3,341 in other services.

Plan summary
Net assets, end of year$476,656
Participants with balances21
Active participants248
Employer contributions—
Employee contributions$167,965
Employer contribution per active participant—
Average account balance$22,698
Benefits paid to participants$3,410
Plan auditUnmodified (clean) audit opinion
AuditorMENDEZ PETTY MORENO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,754
Total administrative$2,754
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$2,754 · 0.65%
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Nexsentio Inc CA$527K · 0.81%
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Source: U.S. Department of Labor, Form 5500 series, EIN 952466747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.