Plan Ledger DOL Form 5500 · updated monthly

Healthright 360403(b)

HEALTHRIGHT 360 403(B) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Healthright 360 reported $52,729 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.15% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,190th-largest of 9,483 plans among California employers on file, and the 3,240th of 11,911 in health care & social assistance. active participation has shrunk from 1,038 to 742 since 2022.

Plan summary
Net assets, end of year$24,120,883
Participants with balances497
Active participants742
Employer contributions$0
Employee contributions$2,178,780
Employer contribution per active participant$0
Average account balance$48,533
Benefits paid to participants$1,230,415
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 497 accts
2023$20.5M · 554 accts
2022$16.4M · 492 accts
Administrative expenses, itemized · 2024
Investment management$52,729
Total administrative$52,729
Employer contributions to the Healthright 360 plan · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Healthright 360's 2024 employer contribution ran below the $2,416 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$52,430

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$52,729 · 0.24%
2023$34,430 · 0.19%
2022$26,867 · 0.15%
All plans at this employer2
HEALTHRIGHT 360 PROFIT SHARING PLANProfit-sharing plan
HEALTHRIGHT 360 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Ampla Health CA$24.3M · 0.51%
Bay Area Community Health CA$24.1M · 0.14%
Native American Health CA$24.1M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 946129071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.