Plan Ledger DOL Form 5500 · updated monthly

Community Action Development CorporationDC plan

403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION · FREDERICK, OK · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Community Action Development Corporation reported $1,427 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,493 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 rose from 0.01% to 0.03%. 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 Oklahoma (565th of 724), and 8,270th of 11,911 in health care & social assistance. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has shrunk from 83 to 62 since 2022.

Plan summary
Net assets, end of year$4,409,243
Participants with balances107
Active participants62
Employer contributions$92,561
Employee contributions$105,579
Employer contribution per active participant$1,493
Average account balance$41,208
Benefits paid to participants$314,893
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL W GREEN, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 107 accts · $93K emplr
2023$4.1M · 107 accts · $90K emplr
2022$3.9M · 126 accts · $93K emplr
Employer contributions to the Community Action Development Corporation plan · 2024
Employer contribution per active participant$1,493
Median for plans this size$1,313
2024$1,493 per active participant
2023$1,483 per active participant
2022$1,124 per active participant

Community Action Development Corporation's 2024 employer contribution ran above the $1,313 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 · 20243
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,405
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,351
NEW YORK LIFE INSURANCE CO · Recordkeepingindirect 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, NEW YORK LIFE INSURANCE CO
2023Mutual of America, NEW YORK LIFE INSURANCE CO

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

Administrative cost history3
2024$1,427 · 0.03%
2023$1,660 · 0.04%
2022$489 · 0.01%
Similar plansHealth Care & Social Assistance · Oklahoma
Enhance Management LLC OK$3.9M · 0.03%
Spring Dental OK$3.8M · 2.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730775241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.