Plan Ledger DOL Form 5500 · updated monthly

Stavros Center for Independent Living, Inc.403(b)

STAVROS RETIREMENT 403(B) PLAN · AMHERST, MA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Stavros Center for Independent Living, Inc. reported $470 in plan administrative expenses for 2022: 0.02% of average plan assets, lower 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,517th of 2,726), and 9,475th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,721,801
Participants with balances84
Active participants123
Employer contributions—
Employee contributions$55,952
Employer contribution per active participant—
Average account balance$32,402
Benefits paid to participants$105,775
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$470
Total administrative$470
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$470 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Holistic Industries Inc. MA$2.8M · 1.66%
Copley at Stoughton MA$2.7M · 0.67%
Wachusett Ventures MA$2.5M · 0.79%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 510172014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.