Plan Ledger DOL Form 5500 · updated monthly

The McCall Foundation, Inc.403(b)

THE MCCALL FOUNDATION, INC. RETIREMENT SAVINGS PLAN · TORRINGTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

The McCall Foundation, Inc. reported $54,196 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,243 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 1.15% to 0.96%. 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 (867th of 1,106), and 7,257th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 178 to 199 since 2022.

Plan summary
Net assets, end of year$6,190,742
Participants with balances147
Active participants199
Employer contributions$247,305
Employee contributions$534,095
Employer contribution per active participant$1,243
Average account balance$42,114
Benefits paid to participants$327,326
Plan auditUnmodified (clean) audit opinion
AuditorVISCONTI PITTALA & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 147 accts · $247K emplr
2023$5.1M · 143 accts · $193K emplr
2022$5.0M · 125 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,806
Investment management$21,390
Total administrative$54,196
Employer contributions to the The McCall Foundation, Inc. plan · 2024
Employer contribution per active participant$1,243
Median for plans this size$1,313
2024$1,243 per active participant
2023$1,034 per active participant
2022$1,538 per active participant

The McCall Foundation, Inc.'s 2024 employer contribution ran below 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$32,805
KESTRA ADVISORY SERVICES,LLC · Investment advisory (plan)$21,390

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$54,196 · 0.96%
2023$50,170 · 0.99%
2022$38,681 · 1.15%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Clasp Homes Inc CT$6.4M · 0.10%
United Services, Inc. CT$6.4M · 0.03%
Link-In Benefits, LLC CT$6.4M · 0.23%
Jerome Home CT$6.0M · 0.53%
Rma Long Island Ivf, PLLC CT$5.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060961756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.