Plan Ledger DOL Form 5500 · updated monthly

Fathers of St. Charles403(b)

VILLA SCALABRINI RETIREMENT CENTER & SPECIAL CARE UNIT 403(B) PLAN · SUN VALLEY, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Fathers of St. Charles reported $11,769 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. Employer contributions averaged $492 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,157th of 9,483), and 9,769th of 11,911 in health care & social assistance. In 2022, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,336,616
Participants with balances78
Active participants139
Employer contributions$68,411
Employee contributions$162,150
Employer contribution per active participant$492
Average account balance$29,957
Benefits paid to participants$118,144
Plan auditDisclaimer of opinion
AuditorBEESON, HOFFMAN & SIDDALL, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,808
Total administrative$11,769
Employer contributions to the Fathers of St. Charles plan · 2022
Employer contribution per active participant$492
Median for plans this size$1,114

Fathers of St. Charles's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,769 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · California
The Clinic, Inc. CA$2.4M · 0.00%
Restpadd, Inc. CA$2.3M · 1.41%
Cri-Help, Inc. CA$2.3M · 0.51%
Bhw Management, Inc. CA$2.3M · 1.25%
Spiritt Family Services CA$2.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953372921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.