Plan Ledger DOL Form 5500 · updated monthly

Center for School Crisis Intervention and Assessment, Inc.401(k)

CENTER FOR SCHOOL CRISIS INTERVENTION AND ASSESSMENT, INC. 401(K) RETIREMENT PLAN · HOLYOKE, MA · plan year 2025

Reported admin expense ratio · 2025
0.61%

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

Center for School Crisis Intervention and Assessment, Inc. reported $64,867 in plan administrative expenses for 2025: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,370 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 4 years on file its reported administrative ratio has held roughly steady near 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (1,748th of 2,726), and 1,975th of 3,091 in educational services. In 2025, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 316 to 451 since 2022.

Plan summary
Net assets, end of year$11,850,876
Participants with balances243
Active participants451
Employer contributions$617,851
Employee contributions$798,043
Employer contribution per active participant$1,370
Average account balance$48,769
Benefits paid to participants$482,774
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.9M · 243 accts · $618K emplr
2024$9.3M · 204 accts · $806K emplr
2023$7.2M · 184 accts · $185K emplr
2022$5.6M · 163 accts · $231K emplr
Administrative expenses, itemized · 2025
Trustee / custodial$64,867
Total administrative$64,867
The Center for School Crisis Intervention and Assessment, Inc. 401(k) match · 2025
Employer contribution per active participant$1,370
Median for plans this size$2,666
2025$1,370 per active participant
2024$1,829 per active participant
2023$510 per active participant
2022$731 per active participant

Center for School Crisis Intervention and Assessment, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
LPL FINANCIAL · Investment advisory (plan)$24,773
EMPOWER ADVISORY GROUP, LLC · Investment management$15,767

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

Administrative cost history4
2025$64,867 · 0.61%
2024$54,176 · 0.66%
2023$40,333 · 0.63%
2022$35,916 · 0.60%
Similar plansEducational Services · Massachusetts
Cape Cod Academy MA$13.8M · 0.21%
Walker, Inc. MA$13.7M · 0.18%
The Bement School MA$12.7M · 0.28%
Little Sprouts, LLC MA$11.1M · 0.39%
Evergreen Center, Inc. MA$11.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043244814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.