Plan Ledger DOL Form 5500 · updated monthly

Girl Scouts of Orange County403(b)

403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Girl Scouts of Orange County reported $38,955 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,545 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 rose from 0.45% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,869th of 9,483), and 1,800th of 3,341 in other services. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has shrunk from 123 to 107 since 2022.

Plan summary
Net assets, end of year$8,558,909
Participants with balances137
Active participants107
Employer contributions$165,274
Employee contributions$553,941
Employer contribution per active participant$1,545
Average account balance$62,474
Benefits paid to participants$816,468
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 137 accts · $165K emplr
2023$7.8M · 145 accts · $200K emplr
2022$7.1M · 192 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,715
Investment management$21,240
Total administrative$38,955
Employer contributions to the Girl Scouts of Orange County plan · 2024
Employer contribution per active participant$1,545
Median for plans this size$1,313
2024$1,545 per active participant
2023$2,197 per active participant
2022$3,096 per active participant

Girl Scouts of Orange County's 2024 employer contribution ran above 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 · 20243
NFP RETIREMENT INC · Investment advisory (plan)$19,132
EMPOWER ADVISORY GROUP, LLC · Investment management$2,108

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$38,955 · 0.48%
2023$32,320 · 0.44%
2022$29,460 · 0.45%
Similar plansOther Services · California
Cbj Associates Inc CA$9.3M · 0.43%
One Degree CA$9.2M · 0.03%
Orangewood Foundation CA$8.7M · 0.70%
Bw Supplies, LLC CA$8.4M · 0.15%
The Health Trust CA$8.4M · 0.31%
Evite, Inc. CA$8.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952023244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.