Plan Ledger DOL Form 5500 · updated monthly

Palo Alto Community Child Care403(b)

PALO ALTO COMMUNITY CHILD CARE 403(B) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Palo Alto Community Child Care reported $5,381 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. 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 0.03% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,556th of 9,483), and 1,693rd of 3,341 in other services.

Plan summary
Net assets, end of year$9,640,844
Participants with balances121
Active participants133
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$79,676
Benefits paid to participants$1,173,044
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 121 accts
2023$9.2M · 128 accts · $142K emplr
2022$7.8M · 130 accts · $129K emplr
Administrative expenses, itemized · 2024
Investment management$2,756
Total administrative$5,381
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.

Administrative cost history3
2024$5,381 · 0.06%
2023$3,105 · 0.04%
2022$2,960 · 0.03%
All plans at this employer2
PALO ALTO COMMUNITY CHILD CARE 403(B) PLAN403(b)
PALO ALTO COMMUNITY CHILD CARE 401(K) PLAN401(k)
Similar plansOther Services · California
Singer Vehicle Design CA$9.9M · 0.90%
Cotton on USA, Inc. CA$9.5M · 0.95%
Lifehouse, Inc. CA$9.4M · 0.89%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 942242823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.