Plan Ledger DOL Form 5500 · updated monthly

Community Partnership Charter School401(k)

COMMUNITY PARTNERSHIP CHARTER SCHOOL 401(K) PROFIT SHARING PLAN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Community Partnership Charter School reported $5,665 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,760 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 0.04% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (4,019th of 5,648), and 2,303rd of 3,091 in educational services. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 164 to 204 since 2022.

Plan summary
Net assets, end of year$7,367,537
Participants with balances166
Active participants204
Employer contributions$358,975
Employee contributions$528,078
Employer contribution per active participant$1,760
Average account balance$44,383
Benefits paid to participants$147,857
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 166 accts · $359K emplr
2023$5.7M · 149 accts · $258K emplr
2022$4.4M · 136 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,265
Total administrative$5,665
The Community Partnership Charter School 401(k) match · 2024
Employer contribution per active participant$1,760
Median for plans this size$1,313
2024$1,760 per active participant
2023$1,373 per active participant
2022$1,460 per active participant

Community Partnership Charter School's 2024 employer contribution ran above the $1,313 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 · 20241
VOYA RETIREMENT INS ANNUITY CO · 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$5,665 · 0.09%
2023$3,580 · 0.07%
2022$1,670 · 0.04%
Same employer
Similar plansEducational Services · New York
A.A. World Services, Inc. NY$7.7M · 0.46%
Flatiron School LLC NY$7.6M · 0.11%
Yeshiva of Central Queens NY$7.3M · 0.12%
The Speyer Legacy School NY$7.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134120509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.