Plan Ledger DOL Form 5500 · updated monthly

Native American Health403(b)

NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Native American Health reported $67,384 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,334 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 rose from 0.00% to 0.30%. 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 3,187th-largest of 9,483 plans among California employers on file, and the 3,238th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 278 to 320 since 2022.

Plan summary
Net assets, end of year$24,132,410
Participants with balances342
Active participants320
Employer contributions$746,748
Employee contributions$1,160,476
Employer contribution per active participant$2,334
Average account balance$70,563
Benefits paid to participants$2,803,880
Plan auditUnmodified (clean) audit opinion
AuditorHARSHWAL & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 342 accts · $747K emplr
2023$21.2M · 321 accts · $836K emplr
2022$17.7M · 322 accts · $671K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,384
Total administrative$67,384
Employer contributions to the Native American Health plan · 2024
Employer contribution per active participant$2,334
Median for plans this size$2,416
2024$2,334 per active participant
2023$2,767 per active participant
2022$2,414 per active participant

Native American Health's 2024 employer contribution ran below 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,052

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$67,384 · 0.30%
2023$975 · 0.01%
2022$400 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · California
Ampla Health CA$24.3M · 0.51%
Bay Area Community Health CA$24.1M · 0.14%
Healthright 360 CA$24.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237135928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.