Plan Ledger DOL Form 5500 · updated monthly

Elder Care Alliance403(b)

ELDER CARE ALLIANCE 403 (B) RETIREMENT SAVINGS PLAN · ALAMEDA, CA · plan year 2023

Reported admin expense ratio · 2023
0.25%

Elder Care Alliance reported $34,764 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.21% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,421st-largest of 9,483 plans among California employers on file, and the 4,534th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$14,784,904
Participants with balances532
Active participants460
Employer contributions—
Employee contributions$1,042,386
Employer contribution per active participant—
Average account balance$27,791
Benefits paid to participants$1,606,085
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history2
Yearassets · accounts · employer contribution
2023$14.8M · 532 accts
2022$13.5M · 530 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,764
Total administrative$34,764
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
LINCOLN NATIONAL CORPORATION · Contract administrator$34,834

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

Administrative cost history2
2023$34,764 · 0.25%
2022$30,231 · 0.21%
All plans at this employer2
ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLANProfit-sharing plan
ELDER CARE ALLIANCE 403 (B) RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Isys Solutions, Inc. CA$15.0M · 0.67%
United Way of the Bay Area CA$14.9M · 0.04%
Emanate Health Mso CA$14.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943260975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.