Plan Ledger DOL Form 5500 · updated monthly

Think Together403(b)

THINK TOGETHER - 403(B) ERISA PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
2.71%

Think Together reported $221,988 in plan administrative expenses for 2024: 2.71% of average plan assets, higher than ~90% of peers. 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 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,431st of 9,483), and 2,107th of 3,091 in educational services.

Plan summary
Net assets, end of year$10,073,771
Participants with balances6,853
Active participants6,118
Employer contributions—
Employee contributions$3,465,958
Employer contribution per active participant—
Average account balance$1,470
Benefits paid to participants$706,057
Plan auditUnmodified (clean) audit opinion
AuditorSINGERLEWAK
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$221,338
Total administrative$221,988
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
ADP · Recordkeeping · Loan processing$210,857
INTELLIGENCE DRIVEN ADVISERS, LLC · Recordkeeping · Trustee$11,131

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

Administrative cost history1
2024$221,988 · 2.71%
Same employer
Similar plansEducational Services · California
College Track CA$10.3M · 0.53%
Pacific Charter Institute CA$10.2M · 0.18%
John Adams Academy CA$9.9M · 1.11%
Live Oak School CA$9.8M · 0.00%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 330781751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.