Plan Ledger DOL Form 5500 · updated monthly

Nassau County Ahrc Foundation, Inc.403(b)

ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN · BROOKVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Nassau County Ahrc Foundation, Inc. reported $130,486 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,814 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 0.45% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 959th-largest of 5,648 plans among New York employers on file, and the 252nd of 3,341 in other services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$78,199,820
Participants with balances2,077
Active participants1,729
Employer contributions$3,136,342
Employee contributions$2,640,191
Employer contribution per active participant$1,814
Average account balance$37,650
Benefits paid to participants$7,367,455
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$78.2M · 2,077 accts · $3.1M emplr
2023$71.0M · 1,758 accts · $2.9M emplr
2022$58.8M · 1,649 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,618
Investment management$81,868
Total administrative$130,486
The Nassau County Ahrc Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,814
Median for plans this size$3,635
2024$1,814 per active participant
2023$1,214 per active participant
2022$1,397 per active participant

Nassau County Ahrc Foundation, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$81,868
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$48,618

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$130,486 · 0.17%
2023$239,499 · 0.37%
2022$355,411 · 0.45%
All plans at this employer2
NASSAU COUNTY AHRC PROFIT-SHARING PLANProfit-sharing plan
ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN403(b)
Same employer
Similar plansOther Services · New York
Betterment Holdings, Inc NY$89.3M · 0.01%
Monro, Inc. NY$77.4M · 0.23%
Girl Scouts of the USA NY$75.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111720254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.