Plan Ledger DOL Form 5500 · updated monthly

Community Services for Autistic Adults and Children403(b)

COMMUNITY SERVICES FOR AUTISTIC ADULTS AND CHILDREN 403(B) PLAN · MONTGOMERY, MD · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Community Services for Autistic Adults and Children reported $41,187 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $644 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 0.26% to 0.38%. 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 Maryland (927th of 1,671), and the 5,301st of 11,911 in health care & social assistance. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 336 to 839 since 2022.

Plan summary
Net assets, end of year$11,472,153
Participants with balances389
Active participants839
Employer contributions$540,349
Employee contributions$1,145,309
Employer contribution per active participant$644
Average account balance$29,491
Benefits paid to participants$1,301,147
Plan auditUnmodified (clean) audit opinion
AuditorKEITH LINDAHL CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 389 accts · $540K emplr
2023$10.4M · 360 accts · $469K emplr
2022$9.3M · 388 accts · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,002
Investment management$22,185
Total administrative$41,187
Employer contributions to the Community Services for Autistic Adults and Children plan · 2024
Employer contribution per active participant$644
Median for plans this size$2,416
2024$644 per active participant
2023$693 per active participant
2022$1,317 per active participant

Community Services for Autistic Adults and Children'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 · 20244
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$18,830
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$22,185
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,187 · 0.38%
2023$18,652 · 0.19%
2022$24,275 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Apt Holdings LLC MD$12.2M · 0.66%
Kaboom! Inc. MD$11.9M · 0.44%
Laser Assets, Inc. MD$11.6M · 0.01%
Broadmead, Inc. MD$11.5M · 0.66%
Total Health Care Inc. MD$11.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521263443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.