Plan Ledger DOL Form 5500 · updated monthly

The Arc San Francisco401(k)

403(B) THRIFT PLAN FOR THE ARC SAN FRANCISCO · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

The Arc San Francisco reported $1,950 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $627 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 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,584th of 9,483), and 2,113th of 3,341 in other services. In 2023, employees put in $3.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,247,796
Participants with balances275
Active participants193
Employer contributions$121,010
Employee contributions$415,416
Employer contribution per active participant$627
Average account balance$22,719
Benefits paid to participants$469,250
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH+BROWN
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $12K emplr
2024$6.2M · 288 accts · $114K emplr
2023$6.2M · 275 accts · $121K emplr
2022$5.3M · 269 accts · $123K emplr
The The Arc San Francisco 401(k) match · 2023
Employer contribution per active participant$627
Median for plans this size$1,308
2024$649 per active participant
2023$627 per active participant
2022$610 per active participant

The Arc San Francisco's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,916

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2025Not separately reported
2024$3,322 · 0.05%
2023$1,950 · 0.03%
2022$2,277 · 0.04%
Same employer
Similar plansOther Services · California
National Asset Direct CA$6.6M · 0.66%
Stay Green, Inc. CA$6.3M · 0.13%
Delta Tech Service, Inc. CA$6.2M · 0.00%
Aero Turbine, Inc. CA$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941415287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.