Plan Ledger DOL Form 5500 · updated monthly

Agency on Aging of South Central Connecticut, Inc.403(b)

403(B) THRIFT PLAN OF AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT, INC. · NORTH HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Agency on Aging of South Central Connecticut, Inc. reported $1,294 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $804 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 0.027% to 0.025%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (890th of 1,106), and 2,213th of 3,341 in other services. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,601,669
Participants with balances183
Active participants123
Employer contributions$98,864
Employee contributions$250,266
Employer contribution per active participant$804
Average account balance$30,610
Benefits paid to participants$160,203
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN, DIPIRO & SOKOLOWSKI, LL
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 183 accts · $99K emplr
2023$4.6M · 161 accts · $93K emplr
2022$4.6M · 143 accts · $92K emplr
Employer contributions to the Agency on Aging of South Central Connecticut, Inc. plan · 2024
Employer contribution per active participant$804
Median for plans this size$1,313
2024$804 per active participant
2023$772 per active participant
2022$756 per active participant

Agency on Aging of South Central Connecticut, Inc.'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,336

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,294 · 0.03%
2023$888 · 0.02%
2022$1,337 · 0.03%
Similar plansOther Services · Connecticut
Sarah, Inc. CT$6.7M · 0.02%
Buildon, Inc. CT$6.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060915531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.