Plan Ledger DOL Form 5500 · updated monthly

Community Wellness Partners, Inc.403(b)

COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN · CLINTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Community Wellness Partners, Inc. reported $69,144 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $245 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 3 years on file its reported administrative ratio has held roughly steady near 0.65%. 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 (3,447th of 5,648), and the 5,377th of 11,911 in health care & social assistance. In 2024, employees put in $3.65 for every $1.00 the employer contributed; active participation has shrunk from 718 to 605 since 2022.

Plan summary
Net assets, end of year$11,213,967
Participants with balances277
Active participants605
Employer contributions$148,173
Employee contributions$541,020
Employer contribution per active participant$245
Average account balance$40,484
Benefits paid to participants$1,014,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 277 accts · $148K emplr
2023$10.2M · 301 accts · $127K emplr
2022$8.9M · 312 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,416
Investment management$32,728
Total administrative$69,144
Employer contributions to the Community Wellness Partners, Inc. plan · 2024
Employer contribution per active participant$245
Median for plans this size$2,416
2024$245 per active participant
2023$198 per active participant
2022$188 per active participant

Community Wellness Partners, Inc.'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 · 20242
BENEFIT PLAN ADMIN SERVICES, INC. · Recordkeeping · Loan processing$36,416
CARUSO AND MCLEAN & CO · Investment advisory (participants) · Investment advisory (plan)$32,729

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

Recordkeeper by year2
2024BENEFIT PLAN ADMIN SERVICES, INC.
2023BENEFIT PLAN ADMIN SERVICES, INC.

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

Administrative cost history3
2024$69,144 · 0.65%
2023$62,343 · 0.65%
2022$68,303 · 0.67%
Similar plansHealth Care & Social Assistance · New York
Cancer Care, Inc. NY$11.3M · 0.42%
The Fortune Society NY$11.3M · 0.26%
Vito C. Quatela, M.D., PLLC NY$11.2M · 0.68%
Unlimited Care, Inc. NY$11.2M · 1.75%
Med Excel USA, Inc. NY$11.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161536239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.