Plan Ledger DOL Form 5500 · updated monthly

The Trevor Project, Inc.403(b)

THE TREVOR PROJECT, INC. 403(B) PLAN · WEST HOLLYWOOD, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

The Trevor Project, Inc. reported $23,964 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,935 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 0.12% to 0.26%. 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 (5,362nd of 9,483), and the 5,612th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 292 to 329 since 2022.

Plan summary
Net assets, end of year$10,320,922
Participants with balances444
Active participants329
Employer contributions$636,721
Employee contributions$1,374,242
Employer contribution per active participant$1,935
Average account balance$23,245
Benefits paid to participants$1,178,831
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 444 accts · $637K emplr
2023$8.3M · 329 accts · $669K emplr
2022$5.1M · 220 accts · $581K emplr
Administrative expenses, itemized · 2024
Investment management$23,964
Total administrative$23,964
Employer contributions to the The Trevor Project, Inc. plan · 2024
Employer contribution per active participant$1,935
Median for plans this size$1,313
2024$1,935 per active participant
2023$2,016 per active participant
2022$1,989 per active participant

The Trevor Project, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VARIABLE ANNUITY LIFE INS · Investment advisory (participants)$23,964

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$23,964 · 0.26%
2023$14,437 · 0.22%
2022$5,557 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · California
National Renal Care, LLC CA$10.4M · 0.79%
Front St. Inc. CA$10.4M · 0.01%
Valley Community Healthcare CA$10.3M · 0.63%
Eskaton Properties, Inc. CA$10.1M · 0.42%
Koinonia Foster Homes Inc. CA$10.1M · 0.27%
Bolsa Medical Group CA$10.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954681287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.