Plan Ledger DOL Form 5500 · updated monthly

Community Forward Sf, Inc.403(b)

COMMUNITY FORWARD SF, INC. 403(B) PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Community Forward Sf, Inc. reported $426 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $179 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,986th of 9,483), and 11,208th of 11,911 in health care & social assistance. In 2022, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$656,608
Participants with balances36
Active participants103
Employer contributions$18,488
Employee contributions$59,632
Employer contribution per active participant$179
Average account balance$18,239
Benefits paid to participants$25,181
AuditorHARRINGTON GROUP INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$426
Total administrative$426
Employer contributions to the Community Forward Sf, Inc. plan · 2022
Employer contribution per active participant$179
Median for plans this size$331

Community Forward Sf, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$426 · 0.07%
Similar plansHealth Care & Social Assistance · California
Our Best Life Inc CA$702K · 0.70%
Harbinder S Brar MD Inc CA$650K · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942335626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.