Plan Ledger DOL Form 5500 · updated monthly

Childrens Services of Roxbury401(k)

CHILDRENS SERVICES OF ROXBURY 401K PLAN · ROXBURY, MA · plan year 2023

Reported admin expense ratio · 2023
0.13%

Childrens Services of Roxbury reported $4,942 in plan administrative expenses for 2023: 0.13% 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 2 years on file its reported administrative ratio rose from 0.15% to 0.19%. 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 Massachusetts (2,372nd of 2,726), and 8,307th of 11,911 in health care & social assistance. active participation has grown from 252 to 288 since 2022.

Plan summary
Net assets, end of year$4,343,274
Participants with balances533
Active participants288
Employer contributions—
Employee contributions$651,676
Employer contribution per active participant—
Average account balance$8,149
Benefits paid to participants$199,378
Plan auditUnmodified (clean) audit opinion
AuditorDAVISKELLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 578 accts
2023$4.3M · 533 accts
2022$3.3M · 482 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,942
Total administrative$4,942
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.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$4,941
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,379 · 0.19%
2023$4,942 · 0.13%
2022$4,928 · 0.15%
Similar plansHealth Care & Social Assistance · Massachusetts
Tribute Home Care, LLC MA$4.5M · 1.10%
Able Home Care, LLC MA$4.3M · 0.48%
Pathways Healthcare, LLC MA$4.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043082352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.