Plan Ledger DOL Form 5500 · updated monthly

Allied Community Services, Inc.403(b)

ALLIED COMMUNITY SERVICES, INC. 403(B) PLAN · ENFIELD, CT · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Allied Community Services, Inc. reported $42,595 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $419 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 3 years on file its reported administrative ratio has held roughly steady near 0.742%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (892nd of 1,106), and 7,600th of 11,911 in health care & social assistance. In 2023, employees put in $4.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,562,243
Participants with balances125
Active participants230
Employer contributions$96,274
Employee contributions$405,226
Employer contribution per active participant$419
Average account balance$44,498
Benefits paid to participants$487,887
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 114 accts · $76K emplr
2023$5.6M · 125 accts · $96K emplr
2022$4.6M · 125 accts · $39K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,814
Investment management$31,781
Total administrative$42,595
Employer contributions to the Allied Community Services, Inc. plan · 2023
Employer contribution per active participant$419
Median for plans this size$1,308
2024$357 per active participant
2023$419 per active participant
2022$173 per active participant

Allied Community Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$10,814
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$31,781

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$38,123 · 0.74%
2023$42,595 · 0.84%
2022$37,428 · 0.74%
Same employer
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Rma Long Island Ivf, PLLC CT$5.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061538355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.