Plan Ledger DOL Form 5500 · updated monthly

Health Resources in Action, Inc.403(b)

HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Health Resources in Action, Inc. reported $32,999 in plan administrative expenses for 2024: 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 2 years on file its reported administrative ratio rose from 0.21% to 0.30%. 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 among the smaller plans on file in Massachusetts (1,727th of 2,726), and the 5,116th of 11,911 in health care & social assistance. active participation has grown from 237 to 298 since 2022.

Plan summary
Net assets, end of year$12,145,814
Participants with balances178
Active participants298
Employer contributions—
Employee contributions$1,130,496
Employer contribution per active participant—
Average account balance$68,235
Benefits paid to participants$367,152
Plan auditQualified audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 178 accts
2023$9.9M · 159 accts
2022$7.9M · 141 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,999
Total administrative$32,999
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 · 20242
TIAA$25,319
GLOBAL RETIREMENT PARTNERS LLC$7,680

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$32,999 · 0.30%
2023$23,442 · 0.26%
2022$17,387 · 0.21%
All plans at this employer2
HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN403(b)
HEALTH RESOURCES IN ACTION, INC. 401A DC PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Welch Senior Living, LLC MA$12.3M · 0.87%
Regional Home Care, Inc. MA$12.2M · 0.88%
Lifestream, Inc. MA$11.9M · 0.04%
Lynn Community Health Inc MA$11.8M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042229839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.