Plan Ledger DOL Form 5500 · updated monthly

Milestones Behavioral Services, Inc., dba Connecticut Center for Ch401(k)

MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN · MILFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Milestones Behavioral Services, Inc., dba Connecticut Center for Ch reported $2,075 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,934 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 0.02% 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 Connecticut (822nd of 1,106), and 6,624th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,588,889
Participants with balances135
Active participants152
Employer contributions$293,943
Employee contributions$494,726
Employer contribution per active participant$1,934
Average account balance$56,214
Benefits paid to participants$304,319
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN DIPIRO SOKOLOWSKI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 135 accts · $294K emplr
2023$6.2M · 126 accts · $270K emplr
2022$4.7M · 128 accts · $212K emplr
The Milestones Behavioral Services, Inc., dba Connecticut Center for Ch 401(k) match · 2024
Employer contribution per active participant$1,934
Median for plans this size$1,313
2024$1,934 per active participant
2023$1,821 per active participant
2022$1,380 per active participant

Milestones Behavioral Services, Inc., dba Connecticut Center for Ch'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
PASI, LLC · Contract administrator$1,425

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$2,075 · 0.03%
2023$3,018 · 0.06%
2022$1,204 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
New Opportunities, Inc. CT$7.9M · 0.43%
Community Options, Inc. CT$7.8M · 0.37%
Marc, Inc. of Manchester CT$7.8M · 1.01%
Kids in Crisis CT$7.2M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 061430015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.