Plan Ledger DOL Form 5500 · updated monthly

Golden Gate Regional Center403(b)

GOLDEN GATE REGIONAL CENTER 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Golden Gate Regional Center reported $233,672 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12,044 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 0.65% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,274th-largest of 9,483 plans among California employers on file, and the 277th of 3,341 in other services. In 2024, the employer put in $2.48 for every $1.00 employees contributed themselves; active participation has grown from 265 to 317 since 2022.

Plan summary
Net assets, end of year$73,621,282
Participants with balances454
Active participants317
Employer contributions$3,817,974
Employee contributions$1,537,916
Employer contribution per active participant$12,044
Average account balance$162,161
Benefits paid to participants$6,053,095
Plan auditDisclaimer of opinion
AuditorLINDQUIST VON HUSEN & JOYCE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.6M · 454 accts · $3.8M emplr
2023$66.7M · 440 accts · $3.6M emplr
2022$56.1M · 415 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,159
Investment management$226,513
Total administrative$233,672
Employer contributions to the Golden Gate Regional Center plan · 2024
Employer contribution per active participant$12,044
Median for plans this size$3,635
2024$12,044 per active participant
2023$11,587 per active participant
2022$13,626 per active participant

Golden Gate Regional Center's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
NATIONWIDE TRUST COMPANY · Recordkeeping · Custodial (securities)$96,217
IRON - CO-FID-COMPREHENSIVE · Investment advisory (participants) · Investment advisory (plan)$28,177
PRIMARK BENEFITS · Contract administrator · Loan processing$6,954
OSAIC FA INC. · Investment managementindirect comp
EQUITABLE ADVISORS LLC · Investment managementindirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$233,672 · 0.33%
2023$206,191 · 0.34%
2022$348,264 · 0.65%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 942461462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.