Plan Ledger DOL Form 5500 · updated monthly

Community Health Project D/B/A Callen-Lorde Community Health Center403(b)

CALLEN-LORDE COMMUNITY HEALTH CENTER 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Community Health Project D/B/A Callen-Lorde Community Health Center reported $69,530 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $726 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 0.29% to 0.50%. 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 among the smaller plans on file in New York (2,965th of 5,648), and the 4,492nd of 11,911 in health care & social assistance. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,011,881
Participants with balances253
Active participants414
Employer contributions$300,438
Employee contributions$1,613,111
Employer contribution per active participant$726
Average account balance$59,335
Benefits paid to participants$1,610,107
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 253 accts · $300K emplr
2023$12.9M · 245 accts · $261K emplr
2022$10.3M · 250 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,530
Total administrative$69,530
Employer contributions to the Community Health Project D/B/A Callen-Lorde Community Health Center plan · 2024
Employer contribution per active participant$726
Median for plans this size$2,416
2024$726 per active participant
2023$599 per active participant
2022$530 per active participant

Community Health Project D/B/A Callen-Lorde Community Health Center'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
T. ROWE PRICE · Contract administrator$69,530

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$69,530 · 0.50%
2023$39,996 · 0.34%
2022$31,532 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · New York
New Hope Community, Inc. NY$15.2M · 0.79%
Food Bank for New York City NY$15.1M · 0.09%
Nassau/Suffolk Law Services NY$14.9M · 0.01%
Schuyler Hospital NY$14.8M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133409680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.