Plan Ledger DOL Form 5500 · updated monthly

Three Square403(b)

THREE SQUARE 403(B) PLAN · LAS VEGAS, NV · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Three Square reported $31,526 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,144 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. 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 Nevada (304th of 437), and 8,537th of 11,911 in health care & social assistance. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,026,376
Participants with balances134
Active participants119
Employer contributions$136,175
Employee contributions$473,932
Employer contribution per active participant$1,144
Average account balance$30,048
Benefits paid to participants$296,253
Plan auditUnmodified (clean) audit opinion
AuditorHOULDSWORTH, RUSSO & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 134 accts · $136K emplr
2023$3.3M · 125 accts · $137K emplr
2022$2.8M · 122 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,526
Total administrative$31,526
Employer contributions to the Three Square plan · 2024
Employer contribution per active participant$1,144
Median for plans this size$1,313
2024$1,144 per active participant
2023$1,209 per active participant
2022$1,190 per active participant

Three Square's 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,526
WILSHIRE ADVISORS LLC · 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$31,526 · 0.87%
2023$26,938 · 0.89%
2022$24,673 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Nevada
Community Health Alliance NV$6.0M · 1.15%
Allegiant Institute NV$3.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300396918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.