Plan Ledger DOL Form 5500 · updated monthly

Chinatown Community Development Center403(b)

CHINATOWN CDC 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Chinatown Community Development Center reported $38,962 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,519 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 0.59% to 0.23%. 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 3,868th-largest of 9,483 plans among California employers on file, and the 3,934th of 11,911 in health care & social assistance. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,232,363
Participants with balances248
Active participants257
Employer contributions$390,345
Employee contributions$1,411,810
Employer contribution per active participant$1,519
Average account balance$73,518
Benefits paid to participants$1,179,293
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 248 accts · $390K emplr
2023$15.6M · 241 accts · $344K emplr
2022$12.0M · 223 accts · $313K emplr
Administrative expenses, itemized · 2024
Investment management$38,962
Total administrative$38,962
Employer contributions to the Chinatown Community Development Center plan · 2024
Employer contribution per active participant$1,519
Median for plans this size$2,416
2024$1,519 per active participant
2023$1,290 per active participant
2022$1,230 per active participant

Chinatown Community Development Center's 2024 employer contribution ran below 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 · 20246
NATIONWIDE$48,706
GLOBAL RETIREMENT PARTNERS LLC$20,584
WELLTH ADVISRY SERVICES, LLC · Investment advisory (participants)$11,370
NESA PLAN CONSULTANTS · Investment advisory (participants) · Investment advisory (plan)$3,550
PROACCOUNT · Investment advisory (participants)$2,888
NATIONWIDE · Investment advisory (participants)$2,060

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$38,962 · 0.23%
2023$85,435 · 0.62%
2022$74,626 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · California
Agendia, Inc. CA$18.3M · 0.11%
Kings View CA$18.2M · 0.11%
Altura Centers for Health CA$18.1M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942514053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.