Plan Ledger DOL Form 5500 · updated monthly

Westside Community Mental Health Center, Inc.403(b)

WESTSIDE COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYER SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Westside Community Mental Health Center, Inc. reported $963 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $556 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 fell from 0.13% to 0.11%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,851st of 9,483), and 10,927th of 11,911 in health care & social assistance. active participation has grown from 123 to 140 since 2021.

Plan summary
Net assets, end of year$969,595
Participants with balances216
Active participants140
Employer contributions$77,888
Employee contributions—
Employer contribution per active participant$556
Average account balance$4,489
Benefits paid to participants$39,504
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2023$970K · 216 accts · $78K emplr
2022$847K · 186 accts · $54K emplr
2021$758K · 179 accts · $57K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$963
Total administrative$963
Employer contributions to the Westside Community Mental Health Center, Inc. plan · 2023
Employer contribution per active participant$556
Median for plans this size$522
2023$556 per active participant
2022$382 per active participant
2021$464 per active participant

Westside Community Mental Health Center, Inc.'s 2023 employer contribution ran above the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$963 · 0.11%
2022$855 · 0.11%
2021$1,015 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · California
Ashmore Dental Group Corp CA$993K · 2.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941164909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.