Plan Ledger DOL Form 5500 · updated monthly

Coalition for Hispanic Family Services401(k)

CHFS 401(K) RETIREMENT PLAN · BROOKLYN, NY · plan year 2022

Reported admin expense ratio · 2022
1.19%

Coalition for Hispanic Family Services reported $60,797 in plan administrative expenses for 2022: 1.19% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,412th of 5,648), and 7,722nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,353,260
Participants with balances437
Active participants342
Employer contributions—
Employee contributions$248,583
Employer contribution per active participant—
Average account balance$12,250
Benefits paid to participants$246,373
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$58,825
Investment management$1,972
Total administrative$60,797
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$60,797 · 1.19%
Similar plansHealth Care & Social Assistance · New York
Americare, Inc. NY$5.4M · 1.21%
Starbridge Services, Inc. NY$5.4M · 0.52%
Mercy Drive Inc. NY$5.4M · 0.02%
Casa-Trinity Inc NY$5.4M · 0.84%
Greystone Programs, Inc. NY$5.3M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133546023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.