Plan Ledger DOL Form 5500 · updated monthly

Collabria Care403(b)

COLLABRIA CARE 403(B) RETIREMENT PLAN · NAPA, CA · plan year 2022

Reported admin expense ratio · 2022
0.05%

Collabria Care reported $2,575 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,039th of 9,483), and 7,978th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,885,409
Participants with balances92
Active participants81
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$53,102
Benefits paid to participants$382,901
Plan auditDisclaimer of opinion
AuditorGRANT BENNETT ASSOC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,575
Total administrative$2,575
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$2,575 · 0.05%
Similar plansHealth Care & Social Assistance · California
Prohealth Home Care Inc CA$4.8M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680393144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.