Plan Ledger DOL Form 5500 · updated monthly

The Arc of Ventura County, Inc403(b)

403(B) THRIFT PLAN OF THE ARC OF VENTURA COUNTY, INC. · VENTURA, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Arc of Ventura County, Inc reported $4,849 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,324 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 0.03% to 0.04%. 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 among the smaller plans on file in California (4,765th of 9,483), and the 4,915th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,982,244
Participants with balances364
Active participants202
Employer contributions$267,502
Employee contributions$390,698
Employer contribution per active participant$1,324
Average account balance$35,666
Benefits paid to participants$543,637
Plan auditUnmodified (clean) audit opinion
AuditorMCGOWAN GUNTERMANN
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 364 accts · $268K emplr
2023$11.5M · 382 accts · $290K emplr
2022$10.2M · 367 accts · $300K emplr
Employer contributions to the The Arc of Ventura County, Inc plan · 2024
Employer contribution per active participant$1,324
Median for plans this size$2,416
2024$1,324 per active participant
2023$1,300 per active participant
2022$1,602 per active participant

The Arc of Ventura County, Inc's 2024 employer contribution ran below 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$6,323

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$4,849 · 0.04%
2023$2,345 · 0.02%
2022$3,276 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · California
Community Solutions CA$13.0M · 0.17%
Unified Care Services LLC CA$12.7M · 0.36%
Casa de Las Campanas CA$12.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952266987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.