Plan Ledger DOL Form 5500 · updated monthly

Hamilton-Madison House, Inc.DC plan

403(B) THRIFT PLAN OF HAMILTON-MADISON HOUSE, INC. · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hamilton-Madison House, Inc. reported $777 in plan administrative expenses for 2024: 0.01% 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 2 years on file its reported administrative ratio fell from 0.010% to 0.009%. 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 New York (3,787th of 5,648), and 6,122nd of 11,911 in health care & social assistance. active participation has grown from 128 to 167 since 2022.

Plan summary
Net assets, end of year$8,813,890
Participants with balances80
Active participants167
Employer contributions$0
Employee contributions$247,367
Employer contribution per active participant$0
Average account balance$110,174
Benefits paid to participants$1,093,778
Plan auditDisclaimer of opinion
AuditorWEI, WEI & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 80 accts
2023$8.5M · 88 accts · $1 emplr
2022$7.5M · 88 accts
Employer contributions to the Hamilton-Madison House, Inc. plan · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Hamilton-Madison House, Inc.'s 2024 employer contribution ran below the $1,313 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 INVESTMENT CORP · Claims processing · Recordkeeping$1,005

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

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Administrative cost history3
2024$777 · 0.01%
2023$449 · 0.01%
2022$807 · 0.01%
Similar plansHealth Care & Social Assistance · New York
Gateway-Longview, Inc. NY$8.8M · 0.93%
Seafield Center, Inc. NY$8.8M · 0.04%
Forrest Solutions Inc NY$8.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135562412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.