Plan Ledger DOL Form 5500 · updated monthly

Chelsea Jewish Lifecare, Inc.403(b)

LEGACY LIFECARE 403(B) PLAN · CHELSEA, MA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Chelsea Jewish Lifecare, Inc. reported $169,404 in plan administrative expenses for 2024: 0.49% of average plan assets, higher 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 876th-largest of 2,726 plans among Massachusetts employers on file, and the 593rd of 3,341 in other services. active participation has grown from 1,330 to 1,779 since 2022.

Plan summary
Net assets, end of year$36,782,654
Participants with balances533
Active participants1,779
Employer contributions—
Employee contributions$2,580,083
Employer contribution per active participant—
Average account balance$69,011
Benefits paid to participants$1,848,775
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.8M · 533 accts
2023$32.3M · 619 accts
2022$27.7M · 606 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$156,293
Investment management$12,536
Total administrative$169,404
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 · 20243
THE ANGELL PENSION GROUP, INC.$6,703
BAKER TILLY US, LLP$5,833
MASSACHUSETTS MUTUAL LIFE INSURANCEindirect 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$169,404 · 0.49%
2023$155,439 · 0.52%
2022$125,175 · 0.47%
Same employer
Similar plansOther Services · Massachusetts
Henley Enterprises, Inc. MA$53.8M · 0.41%
Aura Sub, LLC MA$48.7M · 0.29%
Boston Foundation, Inc. MA$34.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 510141617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.