Plan Ledger DOL Form 5500 · updated monthly

Humboldt Senior Resource Center Incorporated403(b)

HUMBOLDT SENIOR RESOURCE CENTER 403(B) PLAN · EUREKA, CA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Humboldt Senior Resource Center Incorporated reported $20,775 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $759 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 0.72% to 0.65%. 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 (7,564th of 9,483), and 8,833rd of 11,911 in health care & social assistance. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 197 to 255 since 2022.

Plan summary
Net assets, end of year$3,601,942
Participants with balances272
Active participants255
Employer contributions$193,503
Employee contributions$551,060
Employer contribution per active participant$759
Average account balance$13,242
Benefits paid to participants$305,701
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 272 accts · $194K emplr
2023$2.8M · 215 accts · $162K emplr
2022$2.7M · 191 accts · $141K emplr
Employer contributions to the Humboldt Senior Resource Center Incorporated plan · 2024
Employer contribution per active participant$759
Median for plans this size$1,313
2024$759 per active participant
2023$692 per active participant
2022$714 per active participant

Humboldt Senior Resource Center Incorporated'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 · 20243
NEWPORT GROUP · Recordkeeping · Custodial (securities)$6,039
PREMIER FINANCIAL GROUP · Investment advisory (plan)$10,736
PEERY & ASSOCIATES, INC. · Contract administrator$4,000

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$20,775 · 0.65%
2023$17,362 · 0.63%
2022$16,999 · 0.72%
Similar plansHealth Care & Social Assistance · California
Buckelew Programs, Inc. CA$3.7M · 0.22%
Palm Consulting CA$3.7M · 0.67%
Monte Vista Grove Homes CA$3.6M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942261434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.