Plan Ledger DOL Form 5500 · updated monthly

Holyoke Health Center, Inc.403(b)

HOLYOKE HEALTH CENTER, INC. 403(B) PLAN · HOLYOKE, MA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Holyoke Health Center, Inc. reported $10,843 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. 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 0.16% to 0.07%. 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 (1,473rd of 2,726), and the 4,191st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$16,589,169
Participants with balances398
Active participants400
Employer contributions—
Employee contributions$1,218,712
Employer contribution per active participant—
Average account balance$41,681
Benefits paid to participants$820,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 398 accts
2023$14.6M · 398 accts
2022$13.3M · 420 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,843
Total administrative$10,843
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 · 20244
THE RETIREMENT PLAN COMPANY, LLC · Contract administrator$6,107
EMPOWER ADVISORY GROUP, LLC · Investment management$3,543
PASI, LLC · Contract administrator$2,850

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$10,843 · 0.07%
2023$11,216 · 0.08%
2022$19,613 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Bridgewell, Incorporated MA$16.5M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042492730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.