Plan Ledger DOL Form 5500 · updated monthly

Crotched Mountain Foundation401(k)

403(B) THRIFT PLAN FOR CROTCHED MOUNTAIN FOUNDATION · MANCHESTER, NH · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Crotched Mountain Foundation reported $2,107 in plan administrative expenses for 2023: 0.04% of average plan assets, lower 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.

Across the 3 years on file its reported administrative ratio fell from 0.10% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (316th of 411), and 7,384th of 11,911 in health care & social assistance. active participation has grown from 36 to 219 since 2022.

Plan summary
Net assets, end of year$5,941,371
Participants with balances514
Active participants219
Employer contributions$0
Employee contributions$131,041
Employer contribution per active participant$0
Average account balance$11,559
Benefits paid to participants$475,011
Plan auditUnmodified (clean) audit opinion
AuditorBERRY, DUNN, MCNEIL & PARKER LLC
Plan history4
Yearassets · accounts · employer contribution
2025$4.8M · 156 accts
2024$5.6M · 174 accts
2023$5.9M · 514 accts
2022$5.4M · 551 accts
The Crotched Mountain Foundation 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Crotched Mountain Foundation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,107

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2025$2,561 · 0.05%
2024$7,470 · 0.13%
2023$2,107 · 0.04%
2022$6,022 · 0.10%
Similar plansHealth Care & Social Assistance · New Hampshire
Silverstone by Hunt NH$6.3M · 0.36%
Pmc Medical Group, LLC NH$6.2M · 0.84%
Monadnock Family Services NH$4.3M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.