Plan Ledger DOL Form 5500 · updated monthly

Aids Council of Northeastern New York Inc.403(b)

AIDS COUNCIL OF NORTHEASTERN NEW YORK, INC. TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Aids Council of Northeastern New York Inc. reported $19,305 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $881 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 0.48% to 0.44%. 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 New York (4,576th of 5,648), and 2,387th of 3,341 in other services. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has shrunk from 183 to 101 since 2022.

Plan summary
Net assets, end of year$4,510,494
Participants with balances305
Active participants101
Employer contributions$88,932
Employee contributions$103,782
Employer contribution per active participant$881
Average account balance$14,789
Benefits paid to participants$315,660
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 305 accts · $89K emplr
2023$4.3M · 334 accts · $72K emplr
2022$3.7M · 307 accts · $97K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$19,305
Total administrative$19,305
Employer contributions to the Aids Council of Northeastern New York Inc. plan · 2024
Employer contribution per active participant$881
Median for plans this size$1,313
2024$881 per active participant
2023$378 per active participant
2022$532 per active participant

Aids Council of Northeastern New York 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.

Administrative cost history3
2024$19,305 · 0.44%
2023$19,547 · 0.49%
2022$17,398 · 0.48%
Same employer
Similar plansOther Services · New York
Xwell NY$4.5M · 1.03%
Boyce Technologies, Inc. NY$4.5M · 0.32%
Autel US Inc NY$4.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222684595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.