Plan Ledger DOL Form 5500 · updated monthly

Ct Clinical Services Inc dba Turnbridge401(k)

TURNBRIDGE 401(K) RETIREMENT SAVINGS PLAN · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.73%

Ct Clinical Services Inc dba Turnbridge reported $27,963 in plan administrative expenses for 2024: 0.73% 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 3 years on file its reported administrative ratio has held roughly steady near 0.727%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (944th of 1,106), and 8,318th of 11,911 in health care & social assistance. active participation has grown from 294 to 402 since 2022.

Plan summary
Net assets, end of year$4,325,996
Participants with balances448
Active participants402
Employer contributions—
Employee contributions$750,274
Employer contribution per active participant—
Average account balance$9,656
Benefits paid to participants$705,639
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 448 accts
2023$3.4M · 600 accts
2022$2.4M · 506 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,963
Total administrative$27,963
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 · 20243
SCHNEIDER, MALE & STRAKOWSKI · Contract administrator$6,596
EMPOWER ADVISORY GROUP, LLC · Investment management$2,144

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

Administrative cost history3
2024$27,963 · 0.73%
2023$20,883 · 0.72%
2022$17,353 · 0.73%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Liberation Programs, Inc. CT$4.4M · 0.50%
Bradley Home for the Aged CT$4.3M · 0.46%
The Suffield Manor CT$4.2M · 0.83%
Hebrew Health Care, Inc. CT$4.2M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274313481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.