Plan Ledger DOL Form 5500 · updated monthly

Chinese-American Planning Council Home Attendant Program, Inc.Profit-sharing plan

CPC-CDPAP PENSION PLAN & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
2.53%

Chinese-American Planning Council Home Attendant Program, Inc. reported $171,080 in plan administrative expenses for 2024: 2.53% of average plan assets, higher than ~90% 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 1.84% to 2.53%. 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 New York (4,074th of 5,648), and 6,842nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$7,067,707
Participants with balances5,693
Active participants0
Employer contributions$1,377,881
Employee contributions—
Employer contribution per active participant—
Average account balance$1,241
Benefits paid to participants$914,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 5,693 accts · $1.4M emplr
2023$6.5M · 6,048 accts · $790K emplr
2022$5.9M · 5,647 accts · $820K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,280
Audit (IQPA)$43,800
Total administrative$171,080
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
PREFERRED PENSION CONCEPTS, INC. · Recordkeeping$161,005
CBIZ CPAS PC · Accounting / audit$10,000
VOYA RETIREMENT INSURANCE & ANNUITY · 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
2024PREFERRED PENSION CONCEPTS, INC.
2023PREFERRED PENSION CONCEPTS, INC.

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Administrative cost history3
2024$171,080 · 2.53%
2023$141,680 · 2.29%
2022$104,025 · 1.84%
Similar plansHealth Care & Social Assistance · New York
O'Connor Hospital NY$7.2M · 0.71%
Mosaic Health NY$7.2M · 0.62%
Grow Care, Inc NY$7.1M · 0.10%
Acds, Inc. NY$6.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133203211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.