Plan Ledger DOL Form 5500 · updated monthly

St. Joseph Center403(b)

ST. JOSEPH CENTER 403(B) PLAN · VENICE, CA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

St. Joseph Center reported $32,265 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,533 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.

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 (6,950th of 9,483), and 7,813th of 11,911 in health care & social assistance. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,165,637
Participants with balances561
Active participants320
Employer contributions$490,440
Employee contributions$417,007
Employer contribution per active participant$1,533
Average account balance$9,208
Benefits paid to participants$332,266
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Plan history2
Yearassets · accounts · employer contribution
2024$5.2M · 561 accts · $490K emplr
2022$3.3M · 499 accts · $506K emplr
Employer contributions to the St. Joseph Center plan · 2024
Employer contribution per active participant$1,533
Median for plans this size$1,313
2024$1,533 per active participant
2022$1,027 per active participant

St. Joseph Center'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 · 20249
NATIONWIDE · Investment management$17,282
PROACCOUNT · Investment management$10,692
NATIONWIDE · Investment management$5,032
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment management$2,215
NATIONWIDE RETIREMENT PLANS · Insurance services$639
TRANSAMERICA FINANCIAL ADVISORS INC · Investment managementindirect comp
TRANSAMERICA FINANCIAL ADVISOR · Investment managementindirect comp
TRANSAMERICA FINANCIAL ADVISORS INC · Insurance servicesindirect comp
TRANSAMERICA FINANCIAL ADVISOR · Insurance servicesindirect comp

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

Administrative cost history2
2024$32,265 · 0.70%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · California
Synovation Holdings, LLC CA$5.2M · 0.93%
Vasindas Around the Clock CA$5.1M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953874381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.