Plan Ledger DOL Form 5500 · updated monthly

Lower West Side Household Services401(k)

LOWER WEST SIDE HOUSEHOLD SERVICES NON-UNION RETIREMENT PLAN · BRONX, NY · plan year 2023

Reported admin expense ratio · 2023
1.33%

Lower West Side Household Services reported $4,216 in plan administrative expenses for 2023: 1.33% 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 7 years on file its reported administrative ratio rose from 0.50% to 2.14%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,501st of 5,648), and 11,551st of 11,911 in health care & social assistance. active participation has shrunk from 129 to 59 since 2017.

Plan summary
Net assets, end of year$330,189
Participants with balances108
Active participants59
Employer contributions—
Employee contributions$42,263
Employer contribution per active participant—
Average account balance$3,057
Benefits paid to participants$50,559
Plan history4
Yearassets · accounts · employer contribution
2024$294K · 32 accts
2023$330K · 108 accts
2022$304K · 149 accts
2017$270K · 215 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,216
Total administrative$4,216
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.

Administrative cost history4
2024$6,680 · 2.14%
2023$4,216 · 1.33%
2022$4,583 · 1.41%
2017$1,238 · 0.50%
Similar plansHealth Care & Social Assistance · New York
I & Y Senior Care, Inc. NY$379K · 5.70%
David J Wegman NY$317K · 0.65%
Wisconsin 3 Holdco, LLC NY$302K · 2.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132781763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.