Plan Ledger DOL Form 5500 · updated monthly

Charter Oak Health Center, Inc.403(b)

CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.39%

Charter Oak Health Center, Inc. reported $22,377 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. 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 rose from 0.33% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (870th of 1,106), and 7,298th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,099,025
Participants with balances304
Active participants197
Employer contributions—
Employee contributions$523,462
Employer contribution per active participant—
Average account balance$20,063
Benefits paid to participants$264,938
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 304 accts
2023$5.3M · 312 accts
2022$4.2M · 324 accts · $152K emplr
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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$10,833
PENSION CONSULTANTS, INC. · Contract administrator$1,744
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history3
2024$22,377 · 0.39%
2023$18,878 · 0.40%
2022$15,116 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
United Services, Inc. CT$6.4M · 0.03%
Link-In Benefits, LLC CT$6.4M · 0.23%
Jerome Home CT$6.0M · 0.53%
Rma Long Island Ivf, PLLC CT$5.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060986747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.