Plan Ledger DOL Form 5500 · updated monthly

Childrens Institute, Inc.403(b)

CHILDREN'S INSTITUTE, INC. 403(B) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Childrens Institute, Inc. reported $215,851 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,466 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 fell from 0.68% to 0.59%. 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 2,180th-largest of 9,483 plans among California employers on file, and the 2,272nd of 11,911 in health care & social assistance. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has shrunk from 916 to 808 since 2022.

Plan summary
Net assets, end of year$39,078,075
Participants with balances1,112
Active participants808
Employer contributions$1,992,778
Employee contributions$3,384,577
Employer contribution per active participant$2,466
Average account balance$35,142
Benefits paid to participants$3,937,248
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 1,112 accts · $2.0M emplr
2023$33.5M · 1,169 accts · $2.3M emplr
2022$26.3M · 1,166 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,984
Investment management$68,867
Total administrative$215,851
Employer contributions to the Childrens Institute, Inc. plan · 2024
Employer contribution per active participant$2,466
Median for plans this size$2,416
2024$2,466 per active participant
2023$2,764 per active participant
2022$2,198 per active participant

Childrens Institute, 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$146,984
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$68,867
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$215,851 · 0.59%
2023$196,381 · 0.66%
2022$156,506 · 0.68%
All plans at this employer2
CHILDREN'S INSTITUTE, INC. RETIREMENT PLANMoney purchase plan
CHILDREN'S INSTITUTE, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Welbehealth LLC CA$39.5M · 0.62%
H.M. Providers, Inc. CA$39.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951641424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.