Plan Ledger DOL Form 5500 · updated monthly

Orange County Head Start Inc403(b)

ORANGE COUNTY HEAD START INC RETIREMENT SAVINGS PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Orange County Head Start Inc reported $15,775 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,844 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 0.046% to 0.053%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,579th-largest of 9,483 plans among California employers on file, and the 685th of 3,341 in other services. In 2024, the employer put in $2.78 for every $1.00 employees contributed themselves; active participation has grown from 312 to 418 since 2022.

Plan summary
Net assets, end of year$31,560,338
Participants with balances1,079
Active participants418
Employer contributions$2,860,616
Employee contributions$1,030,189
Employer contribution per active participant$6,844
Average account balance$29,250
Benefits paid to participants$1,547,270
Plan auditUnmodified (clean) audit opinion
AuditorBPM, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 1,079 accts · $2.9M emplr
2023$27.7M · 1,009 accts · $1.8M emplr
2022$25.4M · 955 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,775
Total administrative$15,775
Employer contributions to the Orange County Head Start Inc plan · 2024
Employer contribution per active participant$6,844
Median for plans this size$2,416
2024$6,844 per active participant
2023$5,396 per active participant
2022$3,993 per active participant

Orange County Head Start Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$13,012

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$15,775 · 0.05%
2023$13,350 · 0.05%
2022$11,360 · 0.05%
Same employer
Similar plansOther Services · California
Milken Institute CA$32.0M · 0.01%
S. R. Bray LLC CA$31.8M · 0.30%
Community Partners CA$31.2M · 0.05%
The Skoll Foundation CA$30.2M · 0.12%
Green Hills Memorial Park CA$30.0M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953411088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.