Plan Ledger DOL Form 5500 · updated monthly

Continuum of Care Inc401(k)

CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Continuum of Care Inc reported $91,070 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,499 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 fell from 0.66% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (585th of 1,106), and 5,915th of 11,654 in professional & technical services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,020,869
Participants with balances1,162
Active participants848
Employer contributions$2,119,567
Employee contributions$1,787,985
Employer contribution per active participant$2,499
Average account balance$15,508
Benefits paid to participants$2,405,678
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 1,162 accts · $2.1M emplr
2023$14.4M · 1,156 accts · $769K emplr
2022$11.3M · 982 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,463
Investment management$37,747
Trustee / custodial$860
Total administrative$91,070
The Continuum of Care Inc 401(k) match · 2024
Employer contribution per active participant$2,499
Median for plans this size$2,416
2024$2,499 per active participant
2023$944 per active participant
2022$878 per active participant

Continuum of Care Inc's 2024 employer contribution ran above the $2,416 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 · 20242
PAYCHEX, INC. · Recordkeeping$52,723
MML INVESTORS SERVICES, LLC · Investment advisory (participants)$37,747

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

Recordkeeper by year2
2024Paychex
2023MML INVESTORS SERVICES, LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Continuum of Care Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,070 · 0.56%
2023$64,559 · 0.50%
2022$78,091 · 0.66%
Similar plansProfessional & Technical Services · Connecticut
Silversky Inc. CT$18.5M · 0.02%
365 Operating Company, LLC CT$18.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060836524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.