Plan Ledger DOL Form 5500 · updated monthly

Columbus House, Inc.401(k)

COLUMBUS HOUSE, INC. 401(K) SAVINGS PLAN · NEW HAVEN, CT · plan year 2023

Reported admin expense ratio · 2023
0.75%

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

Columbus House, Inc. reported $29,850 in plan administrative expenses for 2023: 0.75% of average plan assets, above the peer median. Employer contributions averaged $721 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 0.79% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (954th of 1,106), and 2,463rd of 3,341 in other services. In 2023, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,032,222
Participants with balances91
Active participants135
Employer contributions$97,368
Employee contributions$236,981
Employer contribution per active participant$721
Average account balance$44,310
Benefits paid to participants$897,081
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.0M · 91 accts · $97K emplr
2022$3.9M · 90 accts · $114K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,556
Investment management$11,294
Total administrative$29,850
The Columbus House, Inc. 401(k) match · 2023
Employer contribution per active participant$721
Median for plans this size$1,308
2023$721 per active participant
2022$884 per active participant

Columbus House, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,556
BEIRNE WEALTH CONSULTING SERVICES · Investment advisory (plan)$11,022

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

Administrative cost history2
2023$29,850 · 0.75%
2022$30,454 · 0.79%
Same employer
Similar plansOther Services · Connecticut

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Source: U.S. Department of Labor, Form 5500 series, EIN 222511873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.