Plan Ledger DOL Form 5500 · updated monthly

Goodwill Serving the People of Southern Los Angeles County403(b)

GOODWILL SERVING THE PPL OF S LA CTY 403(B) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
1.85%

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

Goodwill Serving the People of Southern Los Angeles County reported $28,265 in plan administrative expenses for 2024: 1.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $863 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 1 year on file its reported administrative ratio rose from 0.26% to 1.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,332nd of 9,483), and 10,103rd of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,943,449
Participants with balances568
Active participants366
Employer contributions$315,680
Employee contributions$484,089
Employer contribution per active participant$863
Average account balance$3,422
Benefits paid to participants$109,414
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.9M · 568 accts · $316K emplr
2023$1.1M · 531 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,050
Investment management$9,215
Total administrative$28,265
Employer contributions to the Goodwill Serving the People of Southern Los Angeles County plan · 2024
Employer contribution per active participant$863
Median for plans this size$1,313
2024$863 per active participant
2023$435 per active participant

Goodwill Serving the People of Southern Los Angeles County's 2024 employer contribution ran below 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$19,050
TRILOGY CAPITAL INC · Investment advisory (plan)$9,215

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history2
2024$28,265 · 1.85%
2023$2,887 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · California
Eagle Ambulance CA$2.0M · 0.79%
Homeboy Industries CA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.