Plan Ledger DOL Form 5500 · updated monthly

Access Supports for Living Inc.403(b)

ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN · MIDDLETOWN, NY · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Access Supports for Living Inc. reported $336,979 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $837 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 0.69% to 0.64%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,281st-largest of 5,648 plans among New York employers on file, and the 390th of 3,341 in other services. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 1,939 to 2,611 since 2022.

Plan summary
Net assets, end of year$55,412,020
Participants with balances1,789
Active participants2,611
Employer contributions$2,186,657
Employee contributions$3,036,536
Employer contribution per active participant$837
Average account balance$30,974
Benefits paid to participants$5,850,189
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.4M · 1,789 accts · $2.2M emplr
2023$49.8M · 1,931 accts · $2.2M emplr
2022$40.5M · 1,537 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$336,979
Total administrative$336,979
Employer contributions to the Access Supports for Living Inc. plan · 2024
Employer contribution per active participant$837
Median for plans this size$3,635
2024$837 per active participant
2023$898 per active participant
2022$1,128 per active participant

Access Supports for Living Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
ALLIANCEBERNSTEIN LP · Investment advisory (plan)$84,839

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$336,979 · 0.64%
2023$284,728 · 0.63%
2022$296,266 · 0.69%
Same employer
Similar plansOther Services · New York
Olo Inc. NY$56.2M · 0.34%
Plaza Construction, LLC NY$55.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141471097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.