Plan Ledger DOL Form 5500 · updated monthly

Counseling in Schools Inc401(k)

COUNSELING IN SCHOOLS INC 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
2.06%

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

Counseling in Schools Inc reported $14,236 in plan administrative expenses for 2022: 2.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (5,422nd of 5,648), and 3,020th of 3,091 in educational services.

Plan summary
Net assets, end of year$625,943
Participants with balances75
Active participants63
Employer contributions$0
Employee contributions$123,708
Employer contribution per active participant$0
Average account balance$8,346
Benefits paid to participants$106,091
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,828
Investment management$3,408
Total administrative$14,236
The Counseling in Schools Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Counseling in Schools Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,236 · 2.06%
Similar plansEducational Services · New York
Kulanu Academy NY$992K · 0.83%
Important Steps, Inc. NY$717K · 0.70%
Maspeth Town Hall, Inc. NY$413K · 1.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133637647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.