Plan Ledger DOL Form 5500 · updated monthly

The Center for Children With Special Needs401(k)

CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401(K) PLAN · GLASTONBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

The Center for Children With Special Needs reported $10,059 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,663 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 0.29% to 0.24%. 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 (927th of 1,106), and 8,137th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 105 to 118 since 2022.

Plan summary
Net assets, end of year$4,621,352
Participants with balances273
Active participants118
Employer contributions$314,275
Employee contributions$247,475
Employer contribution per active participant$2,663
Average account balance$16,928
Benefits paid to participants$297,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 273 accts · $314K emplr
2023$3.9M · 215 accts · $233K emplr
2022$2.9M · 213 accts · $217K emplr
Administrative expenses, itemized · 2024
Investment management$10,059
Total administrative$10,059
The The Center for Children With Special Needs 401(k) match · 2024
Employer contribution per active participant$2,663
Median for plans this size$1,313
2024$2,663 per active participant
2023$3,196 per active participant
2022$2,065 per active participant

The Center for Children With Special Needs's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$7,562
PENSION CONSULTANTS, INC. · Recordkeeping · Loan processing$1,655
MESIROW FINANCIAL, INC. · Investment advisory (plan)$843
MML INVESTORS SERVICES · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024PENSION CONSULTANTS, INC., Transamerica
2023PENSION CONSULTANTS, INC., Transamerica

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

Administrative cost history3
2024$10,059 · 0.24%
2023$9,228 · 0.27%
2022$8,919 · 0.29%
Similar plansHealth Care & Social Assistance · Connecticut
The Mary Wade Home, Inc. CT$4.8M · 0.07%
Utopia Home Care Inc. CT$4.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061485324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.