Plan Ledger DOL Form 5500 · updated monthly

Soldier on, Inc.403(b)

SOLDIER ON 403(B) PLAN · PITTSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Soldier on, Inc. reported $14,119 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,459 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 3 years on file its reported administrative ratio has held roughly steady near 0.169%. 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 (1,964th of 2,726), and 6,015th of 11,911 in health care & social assistance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 152 to 181 since 2022.

Plan summary
Net assets, end of year$9,132,286
Participants with balances111
Active participants181
Employer contributions$264,052
Employee contributions$534,233
Employer contribution per active participant$1,459
Average account balance$82,273
Benefits paid to participants$354,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 111 accts · $264K emplr
2023$7.5M · 112 accts · $238K emplr
2022$6.3M · 100 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,398
Trustee / custodial$3,538
Total administrative$14,119
Employer contributions to the Soldier on, Inc. plan · 2024
Employer contribution per active participant$1,459
Median for plans this size$1,313
2024$1,459 per active participant
2023$1,351 per active participant
2022$1,486 per active participant

Soldier on, 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 · 20241
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$10,398

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$14,119 · 0.17%
2023$11,623 · 0.17%
2022$11,318 · 0.17%
Same employer
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Fall River Deaconess Home MA$8.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043240461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.