Plan Ledger DOL Form 5500 · updated monthly

Shasta Community Health Center403(b)

SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN · REDDING, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Shasta Community Health Center reported $106,052 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,546 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 rose from 0.22% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,439th-largest of 9,483 plans among California employers on file, and the 2,526th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,007,099
Participants with balances634
Active participants506
Employer contributions$1,288,182
Employee contributions$2,341,132
Employer contribution per active participant$2,546
Average account balance$53,639
Benefits paid to participants$6,295,702
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.0M · 634 accts · $1.3M emplr
2023$32.0M · 607 accts · $1.2M emplr
2022$27.3M · 590 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,796
Investment management$57,545
Total administrative$106,052
Employer contributions to the Shasta Community Health Center plan · 2024
Employer contribution per active participant$2,546
Median for plans this size$2,416
2024$2,546 per active participant
2023$2,335 per active participant
2022$2,231 per active participant

Shasta Community Health Center's 2024 employer contribution ran above the $2,416 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
EDWARD D JONES & CO LP · Investment advisory (plan)$53,471
MORNINGSTAR INC DBA MORNINGSTAR ASS$6,711
EMPOWER ADVISORY GROUP, LLC · Investment management$4,074

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$106,052 · 0.32%
2023$69,879 · 0.24%
2022$62,908 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · California
By the Bay Health CA$34.2M · 0.05%
Wu Yee Children's Services CA$33.8M · 0.22%
MD Imaging Inc. CA$33.1M · 0.29%
International Medical Corps CA$32.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680165855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.