Plan Ledger DOL Form 5500 · updated monthly

Community Health Centers of Burlington, Inc.401(k)

COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN · BURLINGTON, VT · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Community Health Centers of Burlington, Inc. reported $96,411 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,881 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 0.56% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 99th-largest of 230 plans among Vermont employers on file, and the 3,751st of 11,911 in health care & social assistance. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,570,352
Participants with balances481
Active participants338
Employer contributions$635,774
Employee contributions$1,534,951
Employer contribution per active participant$1,881
Average account balance$40,687
Benefits paid to participants$1,759,542
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY MCCOY AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 481 accts · $636K emplr
2023$17.4M · 483 accts · $524K emplr
2022$14.9M · 422 accts · $499K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,411
Total administrative$96,411
The Community Health Centers of Burlington, Inc. 401(k) match · 2024
Employer contribution per active participant$1,881
Median for plans this size$2,416
2024$1,881 per active participant
2023$1,560 per active participant
2022$1,415 per active participant

Community Health Centers of Burlington, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping$36,248
MORGAN STANLEY GLOBAL · Investment management$63,433
SETAWAY, LLC · Other services$3,300
ASCENSUS LLCindirect 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
2024Vanguard
2023PENSION WORKS, INC., Vanguard

This plan has changed recordkeepers within these filings. If you left Community Health Centers of Burlington, 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$96,411 · 0.52%
2023$89,320 · 0.55%
2022$81,308 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Otis Health Care Center VT$26.2M · 0.14%
Wake Robin Corporation VT$14.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237182584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.