Plan Ledger DOL Form 5500 · updated monthly

The Cedars of MarinDC plan

THE CEDARS OF MARIN 403(B) DC PLAN · ROSS, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Cedars of Marin reported $11,684 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,550 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 0.13% to 0.15%. 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 (5,952nd of 9,483), and 6,351st of 11,911 in health care & social assistance. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,233,253
Participants with balances147
Active participants88
Employer contributions$224,423
Employee contributions$600,912
Employer contribution per active participant$2,550
Average account balance$56,009
Benefits paid to participants$469,682
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 147 accts · $224K emplr
2023$7.1M · 122 accts · $205K emplr
2022$5.8M · 117 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,684
Total administrative$11,684
Employer contributions to the The Cedars of Marin plan · 2024
Employer contribution per active participant$2,550
Median for plans this size$1,313
2024$2,550 per active participant
2023$2,494 per active participant
2022$2,080 per active participant

The Cedars of Marin's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping · Investment management$11,684

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

Administrative cost history3
2024$11,684 · 0.15%
2023$9,495 · 0.15%
2022$8,216 · 0.13%
Similar plansHealth Care & Social Assistance · California
Orchard Hospital CA$8.3M · 0.79%
Brightline Inc. CA$8.3M · 1.10%
Youth for Change CA$8.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941606518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.