Plan Ledger DOL Form 5500 · updated monthly

Peach Tree Healthcare403(b)

PEACH TREE HEALTHCARE 403(B) PLAN · MARYSVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Peach Tree Healthcare reported $54,703 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,445 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 fell from 0.70% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,463rd of 9,483), and the 5,715th of 11,911 in health care & social assistance. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 191 to 254 since 2022.

Plan summary
Net assets, end of year$9,957,493
Participants with balances477
Active participants254
Employer contributions$366,961
Employee contributions$1,092,102
Employer contribution per active participant$1,445
Average account balance$20,875
Benefits paid to participants$417,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 477 accts · $367K emplr
2023$7.9M · 397 accts · $266K emplr
2022$6.0M · 372 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,558
Investment management$28,145
Total administrative$54,703
Employer contributions to the Peach Tree Healthcare plan · 2024
Employer contribution per active participant$1,445
Median for plans this size$1,313
2024$1,445 per active participant
2023$1,281 per active participant
2022$961 per active participant

Peach Tree Healthcare's 2024 employer contribution ran above the $1,313 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,558
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$28,145

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,703 · 0.61%
2023$45,859 · 0.66%
2022$45,646 · 0.70%
All plans at this employer2
PEACH TREE HEALTHCARE RETIREMENT PLANProfit-sharing plan
PEACH TREE HEALTHCARE 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Creative Alternatives, Inc. CA$10.0M · 0.58%
Baywood Court CA$10.0M · 0.66%
The Arc of San Diego CA$9.9M · 0.04%
Tempus, LLC CA$9.9M · 0.33%
Monterey Spine & Joint CA$9.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680371679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.