Plan Ledger DOL Form 5500 · updated monthly

Front Porch Communities and Services403(b)

FRONT PORCH RETIREMENT PLAN · GLENDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Front Porch Communities and Services reported $227,148 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,141 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 fell from 0.39% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 820th-largest of 9,483 plans among California employers on file, and the 885th of 11,911 in health care & social assistance. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$127,375,941
Participants with balances4,704
Active participants2,900
Employer contributions$3,308,154
Employee contributions$8,367,560
Employer contribution per active participant$1,141
Average account balance$27,078
Benefits paid to participants$13,212,199
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$127.4M · 4,704 accts · $3.3M emplr
2023$123.9M · 5,232 accts · $4.6M emplr
2022$78.0M · 4,709 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$152,433
Investment management$74,715
Total administrative$227,148
Employer contributions to the Front Porch Communities and Services plan · 2024
Employer contribution per active participant$1,141
Median for plans this size$3,635
2024$1,141 per active participant
2023$1,729 per active participant
2022$1,640 per active participant

Front Porch Communities and Services's 2024 employer contribution ran below the $3,635 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
VALIC RETIREMENT SERVICES CO. · Custodial (securities) · Investment advisory (participants)$96,479
WELLS FARGO · Trustee$74,715
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$1,533

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$227,148 · 0.18%
2023$214,117 · 0.21%
2022$294,025 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Irhythm Technologies CA$133.0M · 0.01%
Fibrogen, Inc. CA$124.9M · 0.07%
Invitae CA$122.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954538269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.