Plan Ledger DOL Form 5500 · updated monthly

Childhaven403(b)

CHILDHAVEN 403(B) EMPLOYEE BENEFIT PLAN · SEATTLE, WA · plan year 2023

Reported admin expense ratio · 2023
0.64%

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

Childhaven reported $37,380 in plan administrative expenses for 2023: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,003 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 1 year on file its reported administrative ratio rose from 0.47% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,283rd of 1,714), and 7,304th of 11,911 in health care & social assistance. In 2023, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,086,231
Participants with balances175
Active participants146
Employer contributions$146,419
Employee contributions$250,282
Employer contribution per active participant$1,003
Average account balance$34,778
Benefits paid to participants$840,240
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $6K emplr
2023$6.1M · 175 accts · $146K emplr
2022$5.6M · 215 accts · $135K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,957
Investment management$10,423
Total administrative$37,380
Employer contributions to the Childhaven plan · 2023
Employer contribution per active participant$1,003
Median for plans this size$1,308
2023$1,003 per active participant
2022$941 per active participant

Childhaven's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MUTUAL OF AMERICA LIFE INSURANCE CO · Recordkeeping · Claims processing$2
TRAUTMANN MAHER$25,539
RBC WEALTH MANAGEMENT · Investment management$9,887

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

Recordkeeper by year2
2024NWPS
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Childhaven before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$37,380 · 0.64%
2022$28,831 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Lifeline Connections WA$6.6M · 0.18%
Community Youth Services WA$6.3M · 0.46%
Embassy Management LLC WA$6.1M · 0.57%
SH1 Hold Co, LLC WA$6.0M · 2.06%
Full Life Care WA$5.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910402430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.