Plan Ledger DOL Form 5500 · updated monthly

Morgan Autism Center403(b)

MORGAN AUTISM CENTER 403(B) PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Morgan Autism Center reported $346 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,772nd of 9,483), and 2,706th of 3,091 in educational services.

Plan summary
Net assets, end of year$3,149,910
Participants with balances70
Active participants128
Employer contributions$0
Employee contributions$131,709
Employer contribution per active participant$0
Average account balance$44,999
Benefits paid to participants$77,383
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$346
Total administrative$346
Employer contributions to the Morgan Autism Center plan · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Morgan Autism Center's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$346 · 0.01%
Similar plansEducational Services · California
Galileo Learning, LLC CA$3.4M · 0.48%
Magoosh CA$3.4M · 0.14%
Booknook, Inc. CA$3.3M · 0.46%
Trinity Youth Services CA$3.0M · 0.62%
Peer Health Exchange, Inc CA$3.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941722448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.