Plan Ledger DOL Form 5500 · updated monthly

Council of Community Clinics dba Health Center Partners of Southern Ca403(b)

HEALTH CENTER PARTNERS 403(B) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Council of Community Clinics dba Health Center Partners of Southern Ca reported $35,853 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,744 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 0.24% to 0.28%. 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 4,611th-largest of 9,483 plans among California employers on file, and the 1,359th of 3,341 in other services. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has grown from 117 to 133 since 2022.

Plan summary
Net assets, end of year$13,804,705
Participants with balances179
Active participants133
Employer contributions$364,969
Employee contributions$1,276,928
Employer contribution per active participant$2,744
Average account balance$77,121
Benefits paid to participants$1,342,619
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 179 accts · $365K emplr
2023$12.0M · 177 accts · $407K emplr
2022$8.9M · 165 accts · $369K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,853
Total administrative$35,853
Employer contributions to the Council of Community Clinics dba Health Center Partners of Southern Ca plan · 2024
Employer contribution per active participant$2,744
Median for plans this size$2,416
2024$2,744 per active participant
2023$3,061 per active participant
2022$3,157 per active participant

Council of Community Clinics dba Health Center Partners of Southern Ca's 2024 employer contribution ran above 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
EMPOWER ADVISORY GROUP, LLC · Investment management$7,839
ACTUARIAL BENEFITS CORP · Contract administrator$5,878

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$35,853 · 0.28%
2023$27,454 · 0.26%
2022$21,714 · 0.24%
Similar plansOther Services · California
Pdq Enterprises, Inc CA$14.3M · 0.21%
East Lawn, Inc. CA$14.3M · 0.34%
Inglewood Park Cemetery CA$13.9M · 0.61%
The Beautiful Group, LLC CA$13.8M · 1.07%
Kretek International, Inc. CA$13.7M · 0.04%
Transfair USA CA$13.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953008850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.