Plan Ledger DOL Form 5500 · updated monthly

Community Care Companions, Inc.401(k)

COMMUNITY CARE RETIREMENT SAVINGS PLAN · SMITHTOWN, NY · plan year 2024

Reported admin expense ratio · 2024
6.14%

Community Care Companions, Inc. reported $144,756 in plan administrative expenses for 2024: 6.14% of average plan assets, higher than ~90% of peers. 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 0.17% to 6.14%. 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 York (4,847th of 5,648), and 9,100th of 11,911 in health care & social assistance. active participation has grown from 1,409 to 1,781 since 2022.

Plan summary
Net assets, end of year$3,215,944
Participants with balances1,682
Active participants1,781
Employer contributions—
Employee contributions$1,994,171
Employer contribution per active participant—
Average account balance$1,912
Benefits paid to participants$373,095
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 1,682 accts
2023$1.5M · 1,523 accts
2022$157K · 967 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$135,003
Investment management$9,753
Total administrative$144,756
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
ADP, INC. · Loan processing · Recordkeeping$135,065
NEWPORT CAPITAL GROUP LLC · Recordkeeping · Trustee$9,690
ADP BROKER-DEALERindirect 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
2024ADP, NEWPORT CAPITAL GROUP LLC
2023ADP

This plan has changed recordkeepers within these filings. If you left Community Care Companions, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$144,756 · 6.14%
2023$88,870 · 10.75%
2022$266 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · New York
Rupco, Inc. NY$3.2M · 0.06%
Monroe Medi-Trans, Inc. NY$3.2M · 1.91%
Palladia, Inc. NY$3.2M · 0.35%
Independent Living, Inc. NY$3.2M · 0.91%
Sinergia, Inc. NY$3.2M · 2.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112802993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.