Plan Ledger DOL Form 5500 · updated monthly

Horizons for Homeless Children, Inc403(b)

HORIZONS FOR HOMELESS CHILDREN, INC. 403(B) PLAN · ROXBURY, MA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Horizons for Homeless Children, Inc reported $18,379 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,811 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 0.60% to 0.54%. 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 Massachusetts (2,412th of 2,726), and 8,660th of 11,911 in health care & social assistance. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,841,297
Participants with balances167
Active participants143
Employer contributions$259,018
Employee contributions$391,251
Employer contribution per active participant$1,811
Average account balance$23,002
Benefits paid to participants$202,287
Plan auditDisclaimer of opinion
AuditorDANIEL DENNIS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 167 accts · $259K emplr
2023$3.0M · 108 accts · $42K emplr
2022$2.8M · 114 accts · $40K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,108
Total administrative$18,379
Employer contributions to the Horizons for Homeless Children, Inc plan · 2024
Employer contribution per active participant$1,811
Median for plans this size$1,313
2024$1,811 per active participant
2023$314 per active participant
2022$307 per active participant

Horizons for Homeless Children, Inc's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$6,108
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$11,957

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$18,379 · 0.54%
2023$15,189 · 0.53%
2022$15,350 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Familyaid Boston Inc. MA$4.0M · 0.53%
Bear Hill Healthcare LLC MA$4.0M · 0.03%
Alpha Dental Center, PC MA$3.8M · 1.18%
Triumph, Inc. MA$3.8M · 0.25%
Delta Projects, Inc. MA$3.8M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222915188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.