Plan Ledger DOL Form 5500 · updated monthly

Community Health Centers of the Rutland Region403(b)

COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN · RUTLAND, VT · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Community Health Centers of the Rutland Region reported $106,427 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,979 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 0.30% to 0.28%. 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 44th-largest of 230 plans among Vermont employers on file, and the 2,170th of 11,911 in health care & social assistance. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,704,208
Participants with balances496
Active participants421
Employer contributions$1,675,199
Employee contributions$2,653,117
Employer contribution per active participant$3,979
Average account balance$84,081
Benefits paid to participants$2,066,539
Plan auditUnmodified (clean) audit opinion
AuditorTYLER SIMMS AND ST SAVUER
Plan history3
Yearassets · accounts · employer contribution
2024$41.7M · 496 accts · $1.7M emplr
2023$35.1M · 488 accts · $1.6M emplr
2022$30.3M · 468 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,578
Investment management$53,849
Total administrative$106,427
The Community Health Centers of the Rutland Region 401(k) match · 2024
Employer contribution per active participant$3,979
Median for plans this size$2,416
2024$3,979 per active participant
2023$3,741 per active participant
2022$3,664 per active participant

Community Health Centers of the Rutland Region's 2024 employer contribution ran above 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 · 20243
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$52,578
EQUITY SERVICES INC · Investment advisory (plan)$39,166
RICHARDS INCORPORATED TRG INVESTMEN · Investment advisory (plan)$14,683

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

Administrative cost history3
2024$106,427 · 0.28%
2023$95,822 · 0.29%
2022$95,081 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Copley Health Systems, Inc. VT$51.1M · 0.12%
Brattleboro Retreat VT$43.0M · 0.38%
Springfield Hospital VT$38.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221179701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.