Plan Ledger DOL Form 5500 · updated monthly

Coalition on HomelessnessDC plan

COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Coalition on Homelessness reported $27,867 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $641 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 1 year on file its reported administrative ratio fell from 0.55% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (1,960th of 3,295), and the 1,621st of 3,341 in other services. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,387,253
Participants with balances373
Active participants637
Employer contributions$408,268
Employee contributions$411,639
Employer contribution per active participant$641
Average account balance$27,848
Benefits paid to participants$364,605
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.4M · 373 accts · $408K emplr
2023$6.2M · 262 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,867
Total administrative$27,867
Employer contributions to the Coalition on Homelessness plan · 2024
Employer contribution per active participant$641
Median for plans this size$1,313
2024$641 per active participant
2023$727 per active participant

Coalition on Homelessness's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processingindirect 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
2024Mutual of America
2023Mutual of America

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

Administrative cost history2
2024$27,867 · 0.34%
2023$27,555 · 0.55%
Similar plansOther Services · Ohio
National Auto Care Corp OH$11.6M · 0.55%
Area Office on Aging OH$11.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311189029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.