Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood California Central Coast403(b)

PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 403(B) PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Planned Parenthood California Central Coast reported $66,719 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $2,016 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 0.77%. 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 (5,587th of 9,483), and the 5,855th of 11,911 in health care & social assistance. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 149 to 180 since 2022.

Plan summary
Net assets, end of year$9,540,661
Participants with balances219
Active participants180
Employer contributions$362,917
Employee contributions$816,790
Employer contribution per active participant$2,016
Average account balance$43,565
Benefits paid to participants$864,347
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 219 accts · $363K emplr
2023$7.8M · 214 accts · $302K emplr
2022$5.9M · 206 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,301
Investment management$24,418
Total administrative$66,719
Employer contributions to the Planned Parenthood California Central Coast plan · 2024
Employer contribution per active participant$2,016
Median for plans this size$1,313
2024$2,016 per active participant
2023$1,809 per active participant
2022$1,617 per active participant

Planned Parenthood California Central Coast'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,301
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$24,413

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$66,719 · 0.77%
2023$52,108 · 0.76%
2022$47,453 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · California
Behavior Frontiers, LLC CA$9.5M · 2.31%
Ego, Inc. dba Brault CA$9.5M · 0.25%
Inter Valley Health Plan CA$9.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952319356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.