Plan Ledger DOL Form 5500 · updated monthly

Edgewood Center for Children and Families403(b)

EDGEWOOD 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Edgewood Center for Children and Families reported $70,214 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,158 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 0.604%. 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 (4,909th of 9,483), and the 5,061st of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,337,608
Participants with balances217
Active participants303
Employer contributions$350,904
Employee contributions$764,109
Employer contribution per active participant$1,158
Average account balance$56,855
Benefits paid to participants$948,817
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 217 accts · $351K emplr
2023$10.9M · 206 accts · $330K emplr
2022$8.7M · 223 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,171
Investment management$22,888
Trustee / custodial$4,155
Total administrative$70,214
Employer contributions to the Edgewood Center for Children and Families plan · 2024
Employer contribution per active participant$1,158
Median for plans this size$2,416
2024$1,158 per active participant
2023$1,107 per active participant
2022$867 per active participant

Edgewood Center for Children and Families's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
PRIMARK BENEFITS · Contract administrator · Recordkeeping$43,171
GLOBAL RETIREMENT PARTNERS · Investment management$22,888
CHARLES SCHWAB TRUST CO · Custodial$4,155

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

Recordkeeper by year2
2024PRIMARK BENEFITS
2023PRIMARK BENEFITS

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

Administrative cost history3
2024$70,214 · 0.60%
2023$63,939 · 0.65%
2022$55,354 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · California
Vargo Physical Therapy Inc CA$12.5M · 0.31%
MD Revolution, Inc. CA$12.4M · 0.41%
E Center CA$12.1M · 0.10%
Kern Regional Center CA$12.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941186168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.