Plan Ledger DOL Form 5500 · updated monthly

Criterion Child Enrichment Inc.403(b)

CRITERION CHILD ENRICHMENT INC. TAX DEFERRED ANNUITY (TDA) PLAN · MILFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.00%

Criterion Child Enrichment Inc. reported $50 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 0.000% to 0.001%. 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 Massachusetts (1,919th of 2,726), and 2,138th of 3,091 in educational services.

Plan summary
Net assets, end of year$9,741,465
Participants with balances287
Active participants309
Employer contributions—
Employee contributions$527,427
Employer contribution per active participant—
Average account balance$33,942
Benefits paid to participants$248,805
Plan auditUnmodified (clean) audit opinion
AuditorLEONARD MULHERIN & GREENE P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 287 accts
2023$8.4M · 272 accts
2022$7.1M · 272 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50
Total administrative$50
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
TIAA- TEACHERS INSURANCE AND ANNUIT · Recordkeeping · Loan processing$125

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$50 · 0.00%
2023$50 · 0.00%
2022$25 · 0.00%
All plans at this employer2
CRITERION CHILD ENRICHMENT, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
CRITERION CHILD ENRICHMENT INC. TAX DEFERRED ANNUITY (TDA) PLAN403(b)
Same employer
Similar plansEducational Services · Massachusetts
Evergreen Center, Inc. MA$11.0M · 0.01%
Beverly School for the Deaf MA$10.7M · 0.00%
Navitas USA Holdings, LLC MA$9.5M · 0.78%
Laboure College MA$9.2M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222592997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.