What are the fees in the Movement Strategy Center 403(b) plan?

For plan year 2022, Movement Strategy Center reported $12,827 in plan administrative expenses, or 1.37% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

How much does Movement Strategy Center contribute to its 403(b)?

In 2022, employer contributions to the Movement Strategy Center plan averaged $360 per active participant, above the $331 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Movement Strategy Center 401(k)?

The average participant account balance was $17,169 for plan year 2022, based on 55 accounts.

Movement Strategy Center403(b)

Name: Movement Strategy Center 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

MOVEMENT STRATEGY CENTER 403(B) PLAN · OAKLAND, CA · plan year 2022

Reported admin expense ratio · 2022

1.37%

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

Movement Strategy Center reported $12,827 in plan administrative expenses for 2022: 1.37% of average plan assets, above the peer median. Employer contributions averaged $360 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,863rd of 9,483), and 3,082nd of 3,341 in other services. In 2022, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$944,300
Participants with balances55
Active participants147
Employer contributions$52,889
Employee contributions$177,571
Employer contribution per active participant$360
Average account balance$17,169
Benefits paid to participants$52,394
Plan auditUnmodified (clean) audit opinion
AuditorASSURANCE DIMENSIONS

Administrative expenses, itemized · 2022

Professional / advisory$12,827

Total administrative$12,827

Employer contributions to the Movement Strategy Center plan · 2022

Employer contribution per active participant$360

Median for plans this size$331

Movement Strategy Center's 2022 employer contribution ran above the $331 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

Your balance

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$12,827 · 1.37%

Similar plansOther Services · California
Granite Wellness Centers CA$1.1M · 2.20%
Inland Southern California United Way CA$1.1M · 1.13%
Trans West Investigations, Inc. CA$1.0M · 0.46%
Apoyo Financiero, Inc. CA$970K · 2.39%
Wine & Roses LLC CA$926K · 0.92%
All Pro Bail Bonds, Inc. CA$891K · 1.29%
Rainbow Rising CA$847K · 0.11%
Titanium LLC CA$761K · 1.76%

Why are you looking at this plan?

Compare
401(k) plans in California
Worked here before? Find your old 401(k)
401(k) plans in Other Services
Plans of similar size
Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 201037643 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.