Plan Ledger DOL Form 5500 · updated monthly

Center for Disability Rights,Inc.401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Center for Disability Rights,Inc. reported $2,911 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $607 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 0.07% to 0.06%. 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 (4,477th of 5,648), and 2,295th of 3,341 in other services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,965,997
Participants with balances230
Active participants204
Employer contributions$123,913
Employee contributions$223,500
Employer contribution per active participant$607
Average account balance$21,591
Benefits paid to participants$659,353
Plan auditUnmodified (clean) audit opinion
AuditorHEVERON & COMPANY CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 230 accts · $124K emplr
2023$4.6M · 246 accts · $133K emplr
2022$3.9M · 256 accts · $138K emplr
The Center for Disability Rights,Inc. 401(k) match · 2024
Employer contribution per active participant$607
Median for plans this size$1,313
2024$607 per active participant
2023$664 per active participant
2022$676 per active participant

Center for Disability Rights,Inc.'s 2024 employer contribution ran below the $1,313 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 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$4,148

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

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Administrative cost history3
2024$2,911 · 0.06%
2023$2,170 · 0.05%
2022$2,859 · 0.07%
Similar plansOther Services · New York
Scott Miller Salon NY$5.0M · 0.27%
Shannon Marie Enterprises NY$5.0M · 0.03%
Educators for Excellence NY$4.9M · 0.03%
Gds Publishing, Inc NY$4.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223141275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.