Plan Ledger DOL Form 5500 · updated monthly

Trinity Youth Services403(b)

TRINITY YOUTH SERVICES 403(B) PLAN · CLAREMONT, CA · plan year 2022

Reported admin expense ratio · 2022
0.62%

Trinity Youth Services reported $20,775 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. 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 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,866th of 9,483), and 2,724th of 3,091 in educational services.

Plan summary
Net assets, end of year$2,971,727
Participants with balances77
Active participants207
Employer contributions—
Employee contributions$175,540
Employer contribution per active participant—
Average account balance$38,594
Benefits paid to participants$364,897
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,775
Total administrative$20,775
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,775 · 0.62%
Same employer
Similar plansEducational Services · California
Magoosh CA$3.4M · 0.14%
Booknook, Inc. CA$3.3M · 0.46%
Morgan Autism Center CA$3.1M · 0.01%
Peer Health Exchange, Inc CA$3.0M · 0.17%
In S.T.E.P.P.S., Inc. CA$2.9M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952480624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.