Plan Ledger DOL Form 5500 · updated monthly

The Caring Coalition of Central New York403(b)

THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN · LIVERPOOL, NY · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

The Caring Coalition of Central New York reported $37,126 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $2,000 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 rose from 0.05% to 0.40%. 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 New York (3,679th of 5,648), and the 5,875th of 11,911 in health care & social assistance. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has shrunk from 157 to 120 since 2022.

Plan summary
Net assets, end of year$9,477,495
Participants with balances154
Active participants120
Employer contributions$239,964
Employee contributions$406,787
Employer contribution per active participant$2,000
Average account balance$61,542
Benefits paid to participants$1,222,890
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 154 accts · $240K emplr
2023$9.2M · 150 accts · $248K emplr
2022$7.8M · 162 accts · $224K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,126
Total administrative$37,126
Employer contributions to the The Caring Coalition of Central New York plan · 2024
Employer contribution per active participant$2,000
Median for plans this size$1,313
2024$2,000 per active participant
2023$2,101 per active participant
2022$1,427 per active participant

The Caring Coalition of Central New York'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 · 20243
LPL FINANCIAL · Investment advisory (plan)$30,960
CAPITAL GROUP RETIREMENT PLAN SERVC$19,282
BPAS · Contract administrator$1,185

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$37,126 · 0.40%
2023$31,253 · 0.37%
2022$4,110 · 0.05%
Similar plansHealth Care & Social Assistance · New York
Hospice of New York LLC NY$9.6M · 1.01%
On Your Mark, Inc. NY$9.4M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161047041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.