Plan Ledger DOL Form 5500 · updated monthly

Harlem United Community Aids Center Inc.403(b)

HARLEM UNITED COMMUNITY AIDS CENTER, INC. 403B PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.30%

Harlem United Community Aids Center Inc. reported $34,343 in plan administrative expenses for 2023: 0.30% 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 0.201%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,272nd of 5,648), and the 5,059th of 11,911 in health care & social assistance. In 2023, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,344,549
Participants with balances—
Active participants—
Employer contributions$436,368
Employee contributions$580,553
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$636,892
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 491 accts · $496K emplr
2023$12.3M · $436K emplr
2022$10.7M · 583 accts · $471K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,293
Investment management$12,850
Total administrative$34,343
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AXA EQUITABLE LIFE INSURANCE CO · Loan processing · Trustee (directed)$24,143

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$20,202 · 0.20%
2023$34,343 · 0.30%
2022$22,048 · 0.20%
Similar plansHealth Care & Social Assistance · New York
Aim Services, Inc. NY$12.3M · 0.22%
Nadap, Inc. NY$12.2M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133461695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.