Plan Ledger DOL Form 5500 · updated monthly

Public Health Foundation Enter403(b)

PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Public Health Foundation Enter reported $455,419 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,470 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 0.39% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 568th-largest of 9,483 plans among California employers on file, and the 86th of 3,341 in other services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$200,131,195
Participants with balances3,363
Active participants1,877
Employer contributions$8,389,370
Employee contributions$9,399,831
Employer contribution per active participant$4,470
Average account balance$59,510
Benefits paid to participants$19,625,066
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$200.1M · 3,363 accts · $8.4M emplr
2023$178.6M · 3,365 accts · $8.2M emplr
2022$152.0M · 3,324 accts · $12.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$176,599
Investment management$278,820
Total administrative$455,419
Employer contributions to the Public Health Foundation Enter plan · 2024
Employer contribution per active participant$4,470
Median for plans this size$3,635
2024$4,470 per active participant
2023$4,288 per active participant
2022$6,175 per active participant

Public Health Foundation Enter's 2024 employer contribution ran above the $3,635 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 · 20244
MORGAN STANLEY · Investment advisory (plan)$271,216
PUBLIC HEALTH FOUNDATION ENTERPRISE$21,274
EMPOWER ADVISORY GROUP, LLC · Investment management$7,604

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$455,419 · 0.24%
2023$583,767 · 0.35%
2022$546,015 · 0.39%
Same employer
Similar plansOther Services · California
The Rand Corporation CA$655.7M · 0.02%
Shutterfly, LLC CA$380.2M · 0.09%
Coolsys, Inc. CA$219.3M · 0.18%
Pacific Clinics CA$126.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952557063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.