Plan Ledger DOL Form 5500 · updated monthly

Head Start of Rockland, Inc.Profit-sharing plan

HEAD START OF ROCKLAND, INC. 401(A) PROFIT SHARING PLAN · HAVERSTRAW, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Head Start of Rockland, Inc. reported $2,560 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,902 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 0.01% to 0.03%. 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 (3,930th of 5,648), and 6,514th of 11,911 in health care & social assistance. active participation has grown from 109 to 130 since 2022.

Plan summary
Net assets, end of year$7,857,672
Participants with balances149
Active participants130
Employer contributions$637,289
Employee contributions—
Employer contribution per active participant$4,902
Average account balance$52,736
Benefits paid to participants$1,114,128
Plan auditUnmodified (clean) audit opinion
AuditorCERINI & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 149 accts · $637K emplr
2023$7.6M · 146 accts · $770K emplr
2022$6.5M · 121 accts · $525K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,560
Total administrative$2,560
Employer contributions to the Head Start of Rockland, Inc. plan · 2024
Employer contribution per active participant$4,902
Median for plans this size$1,313
2024$4,902 per active participant
2023$6,018 per active participant
2022$4,819 per active participant

Head Start of Rockland, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
JOHN HANCOCK NEW YORK · Recordkeeping · Investment management$1,068

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$2,560 · 0.03%
2023$3,118 · 0.04%
2022$668 · 0.01%
All plans at this employer2
HEAD START OF ROCKLAND, INC. 403(B) RETIREMENT PLAN403(b)
HEAD START OF ROCKLAND, INC. 401(A) PROFIT SHARING PLANProfit-sharing plan
Same employer
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Venture Together, Inc. NY$7.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132533231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.