Plan Ledger DOL Form 5500 · updated monthly

Community Care AllianceDC plan

403(B) THRIFT PLAN OF COMMUNITY CARE ALLIANCE · WOONSOCKET, RI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Community Care Alliance reported $6,365 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $166 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 115th-largest of 286 plans among Rhode Island employers on file, and the 965th of 3,341 in other services. In 2024, employees put in $6.64 for every $1.00 the employer contributed; active participation has grown from 539 to 1,153 since 2022.

Plan summary
Net assets, end of year$22,428,317
Participants with balances977
Active participants1,153
Employer contributions$191,837
Employee contributions$1,274,066
Employer contribution per active participant$166
Average account balance$22,956
Benefits paid to participants$2,624,825
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 977 accts · $192K emplr
2023$20.7M · 634 accts · $182K emplr
2022$18.4M · 594 accts · $170K emplr
Administrative expenses, itemized · 2024
Investment management$6,365
Total administrative$6,365
Employer contributions to the Community Care Alliance plan · 2024
Employer contribution per active participant$166
Median for plans this size$2,416
2024$166 per active participant
2023$188 per active participant
2022$315 per active participant

Community Care Alliance's 2024 employer contribution ran below the $2,416 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$2,304

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$6,365 · 0.03%
2023$7,213 · 0.04%
2022$7,061 · 0.04%
Same employer
Similar plansOther Services · Rhode Island
Falvey Linen Supply, Inc. RI$17.8M · 0.20%
Coastline Eap RI$13.9M · 0.08%
Looking Upwards, Inc. RI$9.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050312278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.