Plan Ledger DOL Form 5500 · updated monthly

Community Solutions403(b)

COMMUNITY SOLUTIONS 403(B) PLAN · GILROY, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Community Solutions reported $19,433 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,517 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 0.11% to 0.17%. 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 among the smaller plans on file in California (4,753rd of 9,483), and the 4,906th of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 359 to 399 since 2022.

Plan summary
Net assets, end of year$13,017,017
Participants with balances232
Active participants399
Employer contributions$605,098
Employee contributions$1,111,057
Employer contribution per active participant$1,517
Average account balance$56,108
Benefits paid to participants$842,866
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLS, RICK AND COMPANY CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 232 accts · $605K emplr
2023$10.5M · 215 accts · $508K emplr
2022$8.9M · 207 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,433
Total administrative$19,433
Employer contributions to the Community Solutions plan · 2024
Employer contribution per active participant$1,517
Median for plans this size$2,416
2024$1,517 per active participant
2023$1,420 per active participant
2022$1,171 per active participant

Community Solutions'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 · 20243
ADVANCED RETIREMENT SOLUTIONS · Investment advisory (plan)$15,837
NEXUS ADMINISTRATORS INC · Contract administrator$9,125

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$19,433 · 0.17%
2023$26,000 · 0.27%
2022$10,284 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · California
The Guidance Center CA$13.4M · 0.01%
Unified Care Services LLC CA$12.7M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237351215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.