Plan Ledger DOL Form 5500 · updated monthly

Aids Community Resource403(b)

ACR HEALTH 403(B) PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
2.22%

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

Aids Community Resource reported $35,809 in plan administrative expenses for 2024: 2.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $825 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 rose from 1.66% to 2.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,195th of 5,648), and 10,297th of 11,911 in health care & social assistance. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 162 to 192 since 2022.

Plan summary
Net assets, end of year$1,704,863
Participants with balances192
Active participants192
Employer contributions$158,409
Employee contributions$182,607
Employer contribution per active participant$825
Average account balance$8,879
Benefits paid to participants$376,795
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 192 accts · $158K emplr
2023$1.5M · 290 accts · $139K emplr
2022$1.1M · 216 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,809
Total administrative$35,809
Employer contributions to the Aids Community Resource plan · 2024
Employer contribution per active participant$825
Median for plans this size$1,313
2024$825 per active participant
2023$658 per active participant
2022$1,074 per active participant

Aids Community Resource'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 · 20244
BONADIO & CO LLP · Accounting / audit$10,340
ADMIN PARTNERS LLC · Contract administrator$10,103
MMLISindirect comp

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$35,809 · 2.22%
2023$20,870 · 1.58%
2022$19,251 · 1.66%
Similar plansHealth Care & Social Assistance · New York
Everview Group NY$1.7M · 2.18%
Cnyhhn, Inc. NY$1.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161359060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.