Plan Ledger DOL Form 5500 · updated monthly

Special Service for Groups, Inc.403(b)

403(B) THRIFT PLAN OF SPECIAL SERVICE FOR GROUPS, INC. · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Special Service for Groups, Inc. reported $39,685 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,845 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 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,263rd-largest of 9,483 plans among California employers on file, and the 1,367th of 11,911 in health care & social assistance. In 2024, the employer put in $1.75 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$74,716,610
Participants with balances2,138
Active participants2,138
Employer contributions$6,082,986
Employee contributions$3,480,002
Employer contribution per active participant$2,845
Average account balance$34,947
Benefits paid to participants$5,897,148
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.7M · 2,138 accts · $6.1M emplr
2023$62.8M · 1,974 accts · $5.0M emplr
2022$49.7M · 1,790 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,685
Total administrative$39,685
Employer contributions to the Special Service for Groups, Inc. plan · 2024
Employer contribution per active participant$2,845
Median for plans this size$3,635
2024$2,845 per active participant
2023$2,019 per active participant
2022$2,253 per active participant

Special Service for Groups, Inc.'s 2024 employer contribution ran below 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 · 20242
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$26,908
VESTWELL · Contract administrator · Investment advisory (plan)$20,472

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,685 · 0.06%
2023$23,319 · 0.04%
2022$16,405 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · California
Marina Del Rey Hospital CA$76.3M · 0.18%
Pipeline Health System, LLC CA$75.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951716914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.