Plan Ledger DOL Form 5500 · updated monthly

Chapel Haven Schleifer Center403(b)

CHAPEL HAVEN INC AND CHAPEL HAVEN WEST INC. 403B TDA PLAN · NEW HAVEN, CT · plan year 2023

Reported admin expense ratio · 2023
0.00%

Chapel Haven Schleifer Center reported $150 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.00% to 0.02%. 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 (967th of 1,106), and 8,916th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,494,984
Participants with balances208
Active participants133
Employer contributions—
Employee contributions$125,250
Employer contribution per active participant—
Average account balance$16,803
Benefits paid to participants$302,478
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 202 accts
2023$3.5M · 208 accts
2022$3.2M · 214 accts
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.

Administrative cost history3
2024$525 · 0.02%
2023$150 · 0.00%
2022Not separately reported
Similar plansHealth Care & Social Assistance · Connecticut
Acord, Inc. CT$3.8M · 0.79%
Ccarc, Inc. CT$3.6M · 0.86%
Pomperaug Woods, Inc. CT$3.2M · 1.01%
Youth Continuum, Inc. CT$3.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060925031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.