Plan Ledger DOL Form 5500 · updated monthly

The Caring Community of Ct, Inc.403(b)

THE CARING COMMUNITY OF CT, INC. 403(B) PLAN · COLCHESTER, CT · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

The Caring Community of Ct, Inc. reported $22,545 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,570 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 fell from 0.55% to 0.45%. 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 Connecticut (897th of 1,106), and 7,684th of 11,911 in health care & social assistance. In 2024, the employer put in $1.83 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,403,885
Participants with balances124
Active participants232
Employer contributions$364,269
Employee contributions$198,622
Employer contribution per active participant$1,570
Average account balance$43,580
Benefits paid to participants$303,727
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 124 accts · $364K emplr
2023$4.5M · 136 accts · $334K emplr
2022$3.5M · 182 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,230
Investment management$17,315
Total administrative$22,545
Employer contributions to the The Caring Community of Ct, Inc. plan · 2024
Employer contribution per active participant$1,570
Median for plans this size$1,313
2024$1,570 per active participant
2023$1,320 per active participant
2022$1,192 per active participant

The Caring Community of Ct, 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$5,230
THE DAVID J. YVARS GROUP · Investment advisory (plan)$17,315

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$22,545 · 0.45%
2023$19,873 · 0.49%
2022$17,255 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Rma Long Island Ivf, PLLC CT$5.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222583035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.