Plan Ledger DOL Form 5500 · updated monthly

Community Action Program Belknap and Merrimack Counties, Inc.DC plan

403(B) THRIFT PLAN OF COMMUNITY ACTION PROGRAM BELKNAP AND MERRIMACK COUNTIES, INC. · CONCORD, NH · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Community Action Program Belknap and Merrimack Counties, Inc. reported $2,183 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $601 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 0.03% to 0.02%. 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 New Hampshire (279th of 411), and 5,974th of 11,911 in health care & social assistance. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 184 to 341 since 2022.

Plan summary
Net assets, end of year$9,211,515
Participants with balances225
Active participants341
Employer contributions$204,964
Employee contributions$380,113
Employer contribution per active participant$601
Average account balance$40,940
Benefits paid to participants$892,025
Plan auditUnmodified (clean) audit opinion
AuditorLEONE, MCDONNELL & ROBERTS P.A
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 225 accts · $205K emplr
2023$8.4M · 227 accts · $210K emplr
2022$6.9M · 229 accts · $210K emplr
Employer contributions to the Community Action Program Belknap and Merrimack Counties, Inc. plan · 2024
Employer contribution per active participant$601
Median for plans this size$1,313
2024$601 per active participant
2023$653 per active participant
2022$1,141 per active participant

Community Action Program Belknap and Merrimack Counties, Inc.'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 INVESTMENT CORP · Claims processing · Recordkeeping$2,845

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 history3
2024$2,183 · 0.02%
2023$1,091 · 0.01%
2022$2,525 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Fivos, Inc. NH$9.3M · 0.46%
Boothby Therapy Services NH$7.2M · 0.52%
Taylor Community NH$6.8M · 1.02%
Granite Bay Care, Inc. NH$6.8M · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020270376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.