Plan Ledger DOL Form 5500 · updated monthly

The Susan G. Komen Breast Cancer Foundation, Inc.403(b)

THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN · DALLAS, TX · 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 Susan G. Komen Breast Cancer Foundation, Inc. reported $66,246 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,142 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 0.14% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,108th-largest of 5,688 plans among Texas employers on file, and the 450th of 3,341 in other services. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,950,568
Participants with balances439
Active participants408
Employer contributions$1,689,963
Employee contributions$3,002,634
Employer contribution per active participant$4,142
Average account balance$106,949
Benefits paid to participants$3,787,348
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.0M · 439 accts · $1.7M emplr
2023$39.8M · 428 accts · $1.6M emplr
2022$30.0M · 401 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,246
Total administrative$66,246
Employer contributions to the The Susan G. Komen Breast Cancer Foundation, Inc. plan · 2024
Employer contribution per active participant$4,142
Median for plans this size$2,416
2024$4,142 per active participant
2023$4,003 per active participant
2022$3,849 per active participant

The Susan G. Komen Breast Cancer Foundation, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,245
CREATIVE PLANNING, LLC · Investment advisory (participants)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$66,246 · 0.15%
2023$50,767 · 0.15%
2022$43,852 · 0.14%
Same employer
Similar plansOther Services · Texas
Buckner International TX$60.8M · 0.15%
Saber Power Services, LLC TX$49.6M · 0.47%
Texas A&M Foundation TX$46.1M · 0.10%
J&J Maintenance, Inc. TX$44.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751835298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.