Plan Ledger DOL Form 5500 · updated monthly

Thames Valley Council for Community Action, Inc.Money purchase plan

THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. MONEY PURCHASE PENSION PLAN · JEWETT CITY, CT · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Thames Valley Council for Community Action, Inc. reported $50,172 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.409%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (692nd of 1,106), and the 1,448th of 3,341 in other services. active participation has shrunk from 294 to 120 since 2022.

Plan summary
Net assets, end of year$12,522,048
Participants with balances175
Active participants120
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$71,555
Benefits paid to participants$1,576,219
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 160 accts
2023$12.5M · 175 accts
2022$12.4M · 185 accts · $161K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,034
Investment management$138
Total administrative$50,172
Employer contributions to the Thames Valley Council for Community Action, Inc. plan · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Thames Valley Council for Community Action, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ADVISORY GROUP, LLC · Investment management$138
KESTRA INVESTMENT SERVICES LLCindirect comp

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$50,248 · 0.41%
2023$50,172 · 0.40%
2022$55,698 · 0.41%
All plans at this employer2
THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. MONEY PURCHASE PENSION PLANMoney purchase plan
THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. EMPLOYEE CONTRIBUTION PLAN403(b)
Same employer
Similar plansOther Services · Connecticut
S. Camerota & Sons, Inc. CT$15.1M · 0.03%
The Kennedy Center, Inc. CT$13.7M · 0.71%
Propark, Inc. CT$13.3M · 0.46%
Harc, Inc. CT$10.9M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060806128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.