Plan Ledger DOL Form 5500 · updated monthly

Santa Rosa Community Health Centers403(b)

SANTA ROSA COMMUNITY HEALTH CENTERS 403(B) PLAN · SANTA ROSA, CA · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Santa Rosa Community Health Centers reported $8,168 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,275 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 rose from 0.019% to 0.022%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,169th-largest of 9,483 plans among California employers on file, and the 2,262nd of 11,911 in health care & social assistance. In 2025, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 283 to 581 since 2022.

Plan summary
Net assets, end of year$39,394,095
Participants with balances577
Active participants581
Employer contributions$1,321,569
Employee contributions$1,950,567
Employer contribution per active participant$2,275
Average account balance$68,274
Benefits paid to participants$3,438,207
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$39.4M · 577 accts · $1.3M emplr
2024$34.2M · 562 accts · $1.3M emplr
2023$28.8M · 525 accts · $1.2M emplr
2022$23.1M · 484 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,168
Total administrative$8,168
Employer contributions to the Santa Rosa Community Health Centers plan · 2025
Employer contribution per active participant$2,275
Median for plans this size$2,666
2025$2,275 per active participant
2024$4,159 per active participant
2023$1,944 per active participant
2022$3,774 per active participant

Santa Rosa Community Health Centers's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
EXCHANGE BANK · Trustee$8,168

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

Administrative cost history4
2025$8,168 · 0.02%
2024$7,600 · 0.02%
2023$4,210 · 0.02%
2022$4,660 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Rideout Memorial Hospital CA$40.3M · 0.20%
Omni Family Health CA$39.8M · 0.75%
Welbehealth LLC CA$39.5M · 0.62%
H.M. Providers, Inc. CA$39.4M · 0.14%
Childrens Institute, Inc. CA$39.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680365296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.