Plan Ledger DOL Form 5500 · updated monthly

Pilgrim Place in Claremont403(b)

PILGRIM PLACE IN CLAREMONT 403(B) PLAN · CLAREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Pilgrim Place in Claremont reported $64,120 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $960 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 3 years on file its reported administrative ratio has held roughly steady near 0.824%. 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 (5,982nd of 9,483), and 6,406th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,089,336
Participants with balances214
Active participants237
Employer contributions$227,494
Employee contributions$554,849
Employer contribution per active participant$960
Average account balance$37,801
Benefits paid to participants$992,404
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 214 accts · $227K emplr
2023$7.5M · 208 accts · $227K emplr
2022$6.3M · 201 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,861
Investment management$27,259
Total administrative$64,120
Employer contributions to the Pilgrim Place in Claremont plan · 2024
Employer contribution per active participant$960
Median for plans this size$1,313
2024$960 per active participant
2023$1,102 per active participant
2022$1,050 per active participant

Pilgrim Place in Claremont's 2024 employer contribution ran below 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$36,861
INDEPENDENT FINANCIAL GROUP, LLC · Investment advisory (plan)$27,259

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$64,120 · 0.82%
2023$57,739 · 0.84%
2022$57,245 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · California
Youth for Change CA$8.2M · 0.09%
Aldea Inc. CA$8.1M · 0.01%
Madera Community Hospital CA$8.1M · 0.17%
Independent Options, Inc. CA$8.0M · 0.34%
American River Home Care CA$8.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951691301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.