Plan Ledger DOL Form 5500 · updated monthly

The Children's Shelter401(k)

THE CHILDREN'S SHELTER 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.85%

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

The Children's Shelter reported $21,388 in plan administrative expenses for 2022: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,595 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,960th of 5,688), and 10,131st of 11,911 in health care & social assistance. In 2022, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,902,221
Participants with balances72
Active participants42
Employer contributions$66,998
Employee contributions$92,673
Employer contribution per active participant$1,595
Average account balance$26,420
Benefits paid to participants$961,064
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,388
Total administrative$21,388
The The Children's Shelter 401(k) match · 2022
Employer contribution per active participant$1,595
Median for plans this size$1,114

The Children's Shelter's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,388 · 0.85%
Similar plansHealth Care & Social Assistance · Texas
Catapult Health PA TX$1.9M · 0.45%
Mycentric Healthcare, LLC TX$1.9M · 0.41%
Drh & Associates, Inc. TX$1.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741109660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.