Plan Ledger DOL Form 5500 · updated monthly

Tenderloin Housing Clinic, Inc.Profit-sharing plan

THC 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

Tenderloin Housing Clinic, Inc. reported $37,595 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. 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 1.15% to 0.68%. 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 (6,716th of 9,483), and 7,423rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,880,356
Participants with balances311
Active participants367
Employer contributions—
Employee contributions$440,381
Employer contribution per active participant—
Average account balance$18,908
Benefits paid to participants$293,130
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON AND YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 311 accts
2023$5.2M · 432 accts · $271K emplr
2022$4.4M · 404 accts · $461K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,595
Total administrative$37,595
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 · 20243
PEERY & ASSOCIATES, INC. · Recordkeeping$8,875
NATIONWIDE$29,203
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$27,727

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

Recordkeeper by year2
2024PEERY & ASSOCIATES, INC.
2023PEERY & ASSOCIATES, INC.

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Administrative cost history3
2024$37,595 · 0.68%
2023$28,558 · 0.60%
2022$44,959 · 1.15%
Same employer
Similar plansHealth Care & Social Assistance · California
Good Samaritan Shelter CA$6.0M · 0.19%
Exer Holding Company LLC CA$5.9M · 0.40%
Opco Ca Skilled Mgmt Inc. CA$5.8M · 1.12%
Family Service Agency CA$5.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942681706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.