What are the fees in the Community Living Association 403(b) plan?

For plan year 2022, Community Living Association reported $25 in plan administrative expenses, or 0.01% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

How much does Community Living Association contribute to its 403(b)?

In 2022, employer contributions to the Community Living Association plan averaged $267 per active participant, below the $331 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Community Living Association 401(k)?

The average participant account balance was $6,290 for plan year 2022, based on 73 accounts.

Community Living Association403(b)

Name: Community Living Association 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

COMMUNITY LIVING ASSOCIATION RETIREMENT PLAN · HOULTON, ME · plan year 2022

Reported admin expense ratio · 2022

0.01%

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

Community Living Association reported $25 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $267 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maine (348th of 354), and 11,404th of 11,911 in health care & social assistance. In 2022, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$459,203
Participants with balances73
Active participants151
Employer contributions$40,317
Employee contributions$105,371
Employer contribution per active participant$267
Average account balance$6,290
Benefits paid to participants$55,845
Plan auditUnmodified (clean) audit opinion
AuditorCHESTER M. KEARNEY, PA

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$25

Total administrative$25

Employer contributions to the Community Living Association plan · 2022

Employer contribution per active participant$267

Median for plans this size$331

Community Living Association's 2022 employer contribution ran below the $331 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

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$25 · 0.01%

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Community Living Association's health & benefits plan: carriers, premiums & broker pay

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Source: U.S. Department of Labor, Form 5500 series, EIN 010280221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.