Plan Ledger DOL Form 5500 · updated monthly

The Priority Center, Ending the Cycle of Generational Trauma403(b)

THE PRIORITY CENTER 403(B) PLAN · SANTA ANA, CA · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

The Priority Center, Ending the Cycle of Generational Trauma reported $3,748 in plan administrative expenses for 2023: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.15% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,026th of 9,483), and 9,539th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,631,036
Participants with balances176
Active participants118
Employer contributions$0
Employee contributions$193,579
Employer contribution per active participant$0
Average account balance$14,949
Benefits paid to participants$324,554
Plan auditUnmodified (clean) audit opinion
AuditorGRUBER AND LOPEZ, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 169 accts
2023$2.6M · 176 accts
2022$2.4M · 172 accts · $83K emplr
Employer contributions to the The Priority Center, Ending the Cycle of Generational Trauma plan · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

The Priority Center, Ending the Cycle of Generational Trauma'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 · 20232
NATIONWIDE · Recordkeeping$3,748
TRANSAMERICA FINANCIAL ADVISOR · Investment advisory (participants) · Investment advisory (plan)indirect comp

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$6,928 · 0.27%
2023$3,748 · 0.15%
2022Not separately reported
Similar plansHealth Care & Social Assistance · California
Sass Mso LLC CA$2.7M · 0.10%
Sutter Vna and Hospice CA$2.7M · 0.08%
Kingdom Causes, Inc. CA$2.6M · 0.93%
Primary Diagnostics, Inc. CA$2.6M · 1.09%
Choice Homecare, Inc. CA$2.6M · 0.12%
Statrad, LLC CA$2.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330013237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.