Plan Ledger DOL Form 5500 · updated monthly

Community Health Action of Staten Island, Inc.401(k)

COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN · STATEN ISLAND, NY · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Community Health Action of Staten Island, Inc. reported $23,472 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $917 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 0.34% to 0.78%. 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 (4,843rd of 5,648), and 9,091st of 11,911 in health care & social assistance. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,225,821
Participants with balances160
Active participants136
Employer contributions$124,671
Employee contributions$231,299
Employer contribution per active participant$917
Average account balance$20,161
Benefits paid to participants$246,741
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.2M · 160 accts · $125K emplr
2022$2.5M · 72 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,472
Total administrative$23,472
The Community Health Action of Staten Island, Inc. 401(k) match · 2024
Employer contribution per active participant$917
Median for plans this size$1,313
2024$917 per active participant
2022$451 per active participant

Community Health Action of Staten Island, Inc.'s 2024 employer contribution ran below 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 · 20241
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$23,472

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

Administrative cost history2
2024$23,472 · 0.78%
2022$9,818 · 0.34%
Similar plansHealth Care & Social Assistance · New York
Allstar Home Care Agency NY$3.3M · 1.40%
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%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133556132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.