Plan Ledger DOL Form 5500 · updated monthly

Stamford Health Care Society, Inc.Money purchase plan

ROBINSON TERRACE MONEY PURCHASE PLAN · STAMFORD, NY · plan year 2022

Reported admin expense ratio · 2022
1.95%

Stamford Health Care Society, Inc. reported $11,472 in plan administrative expenses for 2022: 1.95% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,512th of 5,648), and 11,575th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$301,431
Participants with balances21
Active participants60
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$14,354
Benefits paid to participants$423,846
Plan auditUnmodified (clean) audit opinion
AuditorABBATE DEMARINIS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,472
Total administrative$11,472
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,472 · 1.95%
All plans at this employer2
ROBINSON TERRACE 403(B) RETIREMENT SAVINGS PLAN403(b)
ROBINSON TERRACE MONEY PURCHASE PLANMoney purchase plan
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Source: U.S. Department of Labor, Form 5500 series, EIN 150571290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.