Plan Ledger DOL Form 5500 · updated monthly

Interim, Incorporated403(b)

INTERIM, INCORPORATED 403(B) PLAN · MONTEREY, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Interim, Incorporated reported $61,342 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,806 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. 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 4,362nd-largest of 9,483 plans among California employers on file, and the 4,453rd of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,191,907
Participants with balances258
Active participants237
Employer contributions$665,078
Employee contributions$837,943
Employer contribution per active participant$2,806
Average account balance$58,883
Benefits paid to participants$755,718
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 258 accts · $665K emplr
2023$12.8M · 222 accts · $506K emplr
2022$10.7M · 194 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,299
Investment management$2,437
Total administrative$61,342
Employer contributions to the Interim, Incorporated plan · 2024
Employer contribution per active participant$2,806
Median for plans this size$2,416
2024$2,806 per active participant
2023$2,259 per active participant
2022$5,298 per active participant

Interim, Incorporated's 2024 employer contribution ran above the $2,416 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
QUINTES ADM. AND INSURANCE · Other servicesindirect comp
GLOBAL RETIREMENT PARTNERS LLCindirect comp

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$61,342 · 0.44%
2023$49,143 · 0.42%
2022$43,263 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · California
Centric Health CA$15.2M · 0.37%
Isys Solutions, Inc. CA$15.0M · 0.67%
United Way of the Bay Area CA$14.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510159122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.