Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Alabama, Inc.403(b)

EASTER SEALS ALABAMA, INC.403(B) PLAN · MONTGOMERY, AL · plan year 2024

Reported admin expense ratio · 2024
1.29%

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

Easter Seals Alabama, Inc. reported $77,317 in plan administrative expenses for 2024: 1.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $905 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 2 years on file its reported administrative ratio rose from 1.16% to 1.29%. 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 Alabama (571st of 902), and 7,193rd of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,319,839
Participants with balances305
Active participants244
Employer contributions$220,811
Employee contributions$420,456
Employer contribution per active participant$905
Average account balance$20,721
Benefits paid to participants$639,209
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 305 accts · $221K emplr
2023$5.7M · 315 accts · $188K emplr
2022$5.1M · 333 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,317
Total administrative$77,317
The Easter Seals Alabama, Inc. 401(k) match · 2024
Employer contribution per active participant$905
Median for plans this size$1,313
2024$905 per active participant
2023$760 per active participant
2022$694 per active participant

Easter Seals Alabama, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
T. ROWE PRICE RPS, INC. · Contract administratorindirect comp
MARTIN, MARTIN, RANDALL & ASSOC · Contract administrator · Other servicesindirect comp
RAYMOND JAMES · Other servicesindirect comp
ENVEST · Other servicesindirect comp

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$77,317 · 1.29%
2023$60,413 · 1.12%
2022$64,682 · 1.16%
Similar plansHealth Care & Social Assistance · Alabama
Northstar Ems, Inc. AL$6.7M · 0.89%
Surgery Center, Jv AL$6.4M · 0.09%
Health Services, Inc. AL$6.0M · 0.05%
Trinity Management, Inc. AL$5.9M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630320188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.