Plan Ledger DOL Form 5500 · updated monthly

Community Partners403(b)

403(B) THRIFT PLAN OF COMMUNITY PARTNERS · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Community Partners reported $14,928 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,647 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 rose from 0.01% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,605th-largest of 9,483 plans among California employers on file, and the 693rd of 3,341 in other services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has shrunk from 1,008 to 889 since 2022.

Plan summary
Net assets, end of year$31,197,088
Participants with balances1,119
Active participants889
Employer contributions$1,464,322
Employee contributions$1,994,678
Employer contribution per active participant$1,647
Average account balance$27,879
Benefits paid to participants$3,844,072
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 1,119 accts · $1.5M emplr
2023$27.6M · 1,077 accts · $1.2M emplr
2022$22.5M · 985 accts · $1.1M emplr
Employer contributions to the Community Partners plan · 2024
Employer contribution per active participant$1,647
Median for plans this size$2,416
2024$1,647 per active participant
2023$1,382 per active participant
2022$1,085 per active participant

Community Partners'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$14,928

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$14,928 · 0.05%
2023$8,860 · 0.04%
2022$1,959 · 0.01%
Same employer
Similar plansOther Services · California
Milken Institute CA$32.0M · 0.01%
S. R. Bray LLC CA$31.8M · 0.30%
The Skoll Foundation CA$30.2M · 0.12%
Green Hills Memorial Park CA$30.0M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954302067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.