Plan Ledger DOL Form 5500 · updated monthly

Community Mainstreaming Associates, Inc.403(b)

CMA 403(B) PLAN · WESTBURY, NY · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Community Mainstreaming Associates, Inc. reported $55,825 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $478 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 0.73% to 1.20%. 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 (4,453rd of 5,648), and 7,847th of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 391 to 525 since 2022.

Plan summary
Net assets, end of year$5,108,811
Participants with balances716
Active participants525
Employer contributions$250,933
Employee contributions$521,549
Employer contribution per active participant$478
Average account balance$7,135
Benefits paid to participants$340,462
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 716 accts · $251K emplr
2023$4.2M · 587 accts · $217K emplr
2022$4.0M · 536 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,825
Total administrative$55,825
Employer contributions to the Community Mainstreaming Associates, Inc. plan · 2024
Employer contribution per active participant$478
Median for plans this size$1,313
2024$478 per active participant
2023$506 per active participant
2022$512 per active participant

Community Mainstreaming Associates, Inc.'s 2024 employer contribution ran below the $1,313 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
WELLS FARGO CLEARING SERVICES, LLC · Investment advisory (participants) · Investment advisory (plan)indirect comp

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$55,825 · 1.20%
2023$46,775 · 1.15%
2022$31,342 · 0.73%
Same employer
Similar plansHealth Care & Social Assistance · New York
Hope for Youth, Inc. NY$5.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237448487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.