Plan Ledger DOL Form 5500 · updated monthly

Community Seniorserv, Inc.403(b)

403(B) THRIFT PLAN OF COMMUNITY SENIORSERV, INC · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Community Seniorserv, Inc. reported $16,236 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,154 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 0.46% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,986th of 9,483), and 9,481st of 11,911 in health care & social assistance. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has grown from 74 to 93 since 2022.

Plan summary
Net assets, end of year$2,712,846
Participants with balances105
Active participants93
Employer contributions$107,296
Employee contributions$340,285
Employer contribution per active participant$1,154
Average account balance$25,837
Benefits paid to participants$489,979
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 105 accts · $107K emplr
2023$2.5M · 105 accts · $96K emplr
2022$1.9M · 102 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,167
Investment management$10,069
Total administrative$16,236
Employer contributions to the Community Seniorserv, Inc. plan · 2024
Employer contribution per active participant$1,154
Median for plans this size$1,313
2024$1,154 per active participant
2023$902 per active participant
2022$1,375 per active participant

Community Seniorserv, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
CREATIVE PLANNING · Investment advisory (plan)$10,069
MUTUAL OF AMERICA LIFE INSURANCE CO · Investment managementindirect comp

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$16,236 · 0.62%
2023$10,285 · 0.47%
2022$8,549 · 0.46%
Similar plansHealth Care & Social Assistance · California
Medwatchers, Inc. CA$2.7M · 0.22%
Sass Mso LLC CA$2.7M · 0.10%
Sutter Vna and Hospice CA$2.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952771715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.