Plan Ledger DOL Form 5500 · updated monthly

Cowlitz Family Health Center403(b)

COWLITZ FAMILY HEALTH CENTER 403(B) PLAN · LONGVIEW, WA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Cowlitz Family Health Center reported $29,175 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,311 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 3 years on file its reported administrative ratio has held roughly steady near 0.41%. 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 Washington (1,183rd of 1,714), and 6,515th of 11,911 in health care & social assistance. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,855,777
Participants with balances200
Active participants192
Employer contributions$251,801
Employee contributions$820,404
Employer contribution per active participant$1,311
Average account balance$39,279
Benefits paid to participants$633,399
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 200 accts · $252K emplr
2023$6.4M · 202 accts · $237K emplr
2022$4.7M · 180 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,975
Total administrative$29,175
The Cowlitz Family Health Center 401(k) match · 2024
Employer contribution per active participant$1,311
Median for plans this size$1,313
2024$1,311 per active participant
2023$1,267 per active participant
2022$1,026 per active participant

Cowlitz Family Health Center'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
USI SECURITIES INC.indirect 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$29,175 · 0.41%
2023$14,526 · 0.26%
2022$19,645 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Atlas Dental Group LLC WA$8.5M · 0.42%
Ro Health, Inc. WA$7.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910896241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.