Plan Ledger DOL Form 5500 · updated monthly

Crystal Run Village, Inc.Money purchase plan

CRYSTAL RUN VILLAGE MONEY PURCHASE PLAN · MIDDLETOWN, NY · plan year 2022

Reported admin expense ratio · 2022
0.70%

Crystal Run Village, Inc. reported $63,134 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. 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 0.70% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,957th of 5,648), and 1,905th of 3,341 in other services.

Plan summary
Net assets, end of year$7,711,037
Participants with balances735
Active participants486
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$10,491
Benefits paid to participants$1,056,884
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 81 accts
2023$6.4M · 304 accts
2022$7.7M · 735 accts
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.

Recordkeeper by year2
2024BPA - HAND BENEFITS & TRUST COMPANY
2023BPA - HAND BENEFITS & TRUST COMPANY

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

Administrative cost history3
2024$39,955 · 0.98%
2023$95,820 · 1.36%
2022$63,134 · 0.70%
Similar plansOther Services · New York
National Urban League NY$7.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112466996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.