Plan Ledger DOL Form 5500 · updated monthly

Healthy Community Forum for the Greater Sacramento Region dba Sacramen403(b)

COMMUNITY HEALTHWORKS 403(B) RETIREMENT PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Healthy Community Forum for the Greater Sacramento Region dba Sacramen reported $4,794 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,866 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.

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 (7,948th of 9,483), and 2,699th of 3,341 in other services. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,799,477
Participants with balances177
Active participants163
Employer contributions$304,215
Employee contributions$354,213
Employer contribution per active participant$1,866
Average account balance$15,816
Benefits paid to participants$100,524
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,794
Total administrative$4,794
Employer contributions to the Healthy Community Forum for the Greater Sacramento Region dba Sacramen plan · 2024
Employer contribution per active participant$1,866
Median for plans this size$1,313

Healthy Community Forum for the Greater Sacramento Region dba Sacramen'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,794
PRINCIPAL SECURITIES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2024$4,794 · 0.20%
Similar plansOther Services · California
Broadbase Inc CA$2.9M · 0.94%
Promesa Behavioral Health CA$2.8M · 0.72%
Nations Finest CA$2.8M · 0.62%
Clare Matrix CA$2.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680377256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.