Plan Ledger DOL Form 5500 · updated monthly

Graham Windham Services to Families403(b)

403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Graham Windham Services to Families reported $6,804 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $211 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,498th-largest of 5,648 plans among New York employers on file, and the 3,635th of 11,911 in health care & social assistance. In 2024, employees put in $6.45 for every $1.00 the employer contributed; active participation has grown from 596 to 676 since 2022.

Plan summary
Net assets, end of year$20,466,698
Participants with balances787
Active participants676
Employer contributions$142,731
Employee contributions$920,456
Employer contribution per active participant$211
Average account balance$26,006
Benefits paid to participants$2,844,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 787 accts · $143K emplr
2023$20.1M · 834 accts · $143K emplr
2022$17.9M · 841 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,804
Total administrative$6,804
Employer contributions to the Graham Windham Services to Families plan · 2024
Employer contribution per active participant$211
Median for plans this size$2,416
2024$211 per active participant
2023$230 per active participant
2022$234 per active participant

Graham Windham Services to Families's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA · Claims processing · Recordkeeping$8,776

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$6,804 · 0.03%
2023$2,288 · 0.01%
2022$3,482 · 0.02%
All plans at this employer2
403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN403(b)
RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIESMoney purchase plan
Same employer
Similar plansHealth Care & Social Assistance · New York
Kbi Services, Inc. NY$20.7M · 0.51%
The Highlands NY$20.5M · 0.10%
Lifeplan Cco Ny, LLC NY$20.4M · 0.25%
University Neurology, Inc. NY$20.4M · 0.09%
Regional Mso LLC NY$20.3M · 0.12%
St. Johns Health Care Corp. NY$20.2M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 132926426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.