Plan Ledger DOL Form 5500 · updated monthly

Church Home of Hartford Incorporated403(b)

CHURCH HOME OF HARTFORD, INC. RETIREMENT PLAN · BLOOMFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Church Home of Hartford Incorporated reported $42,661 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,373 per active participant. 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 fell from 0.26% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 546th-largest of 1,106 plans among Connecticut employers on file, and the 3,600th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,690,005
Participants with balances577
Active participants432
Employer contributions$593,329
Employee contributions$1,082,054
Employer contribution per active participant$1,373
Average account balance$35,858
Benefits paid to participants$1,918,613
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 577 accts · $593K emplr
2023$19.0M · 649 accts · $576K emplr
2022$15.7M · 640 accts · $528K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,661
Total administrative$42,661
Employer contributions to the Church Home of Hartford Incorporated plan · 2024
Employer contribution per active participant$1,373
Median for plans this size$2,416
2024$1,373 per active participant
2023$1,366 per active participant
2022$1,303 per active participant

Church Home of Hartford Incorporated's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$39,511

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$42,661 · 0.21%
2023$41,086 · 0.24%
2022$38,889 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Anb-Ptsma Holdings, Inc. CT$21.8M · 0.53%
The Connection, Inc. CT$21.1M · 0.02%
Cw Group, Inc. CT$20.7M · 0.64%
Apt Foundation Inc. CT$19.6M · 0.17%
Intercommunity, Inc. CT$19.4M · 0.09%
Access Rehab Centers, LLC CT$18.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060293500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.