Plan Ledger DOL Form 5500 · updated monthly

The Montgomery County Coalition for the Homeless Inc.403(b)

MONTGOMERY COUNTY COALITION FOR THE HOMELESS 403B PLAN · ROCKVILLE, MD · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

The Montgomery County Coalition for the Homeless Inc. reported $8,027 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $524 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,490th of 1,671), and 9,674th of 11,911 in health care & social assistance. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,458,586
Participants with balances50
Active participants165
Employer contributions$86,380
Employee contributions$157,977
Employer contribution per active participant$524
Average account balance$49,172
Benefits paid to participants$154,836
Plan auditUnmodified (clean) audit opinion
AuditorSAGGAR & ROSENBERG P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,233
Investment management$6,794
Total administrative$8,027
Employer contributions to the The Montgomery County Coalition for the Homeless Inc. plan · 2022
Employer contribution per active participant$524
Median for plans this size$1,114

The Montgomery County Coalition for the Homeless Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,027 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Bello Machre, Inc MD$2.7M · 0.12%
Creative Options, Inc. MD$2.5M · 1.25%
Theranostix, Inc. MD$2.4M · 0.75%
Amatus Health MD$2.3M · 2.52%
Oxford House Inc MD$2.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521735674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.