Plan Ledger DOL Form 5500 · updated monthly

Aging in America403(b)

AGING IN AMERICA & AFFILIATES 403(B) PLAN · PURCHASE, NY · plan year 2020

Reported admin expense ratio · 2020
0.10%

Aging in America reported $8,800 in plan administrative expenses for 2020: 0.10% of average plan assets, lower than ~75% of peers. 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 294 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,824th of 5,648), and 9,051st of 11,911 in health care & social assistance. In 2020, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,286,302
Participants with balances79
Active participants0
Employer contributions$11,139
Employee contributions$11,200
Employer contribution per active participant—
Average account balance$41,599
Benefits paid to participants$10,958,505
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$3,368
Investment management$5,432
Total administrative$8,800
What these fees cost you

Annual cost at the plan's reported 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$8,800 · 0.10%
Similar plansHealth Care & Social Assistance · New York
Uconnectcare NY$3.4M · 0.75%
Another Step, Inc. NY$3.4M · 0.75%
Amor Homecare Inc NY$3.3M · 0.70%
Allstar Home Care Agency NY$3.3M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136126508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.