Plan Ledger DOL Form 5500 · updated monthly

The National Center on Addiction and Substance AbuseProfit-sharing plan

CASA RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

The National Center on Addiction and Substance Abuse reported $29,769 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,523 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 0.07% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,805th-largest of 5,648 plans among New York employers on file, and 1,745th of 3,091 in educational services. active participation has grown from 67 to 160 since 2022.

Plan summary
Net assets, end of year$16,448,384
Participants with balances205
Active participants160
Employer contributions$563,679
Employee contributions—
Employer contribution per active participant$3,523
Average account balance$80,236
Benefits paid to participants$853,786
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 205 accts · $564K emplr
2023$14.9M · 239 accts · $587K emplr
2022$13.0M · 234 accts · $801K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,137
Audit (IQPA)$12,632
Total administrative$29,769
Employer contributions to the The National Center on Addiction and Substance Abuse plan · 2024
Employer contribution per active participant$3,523
Median for plans this size$2,416
2024$3,523 per active participant
2023$7,932 per active participant
2022$11,962 per active participant

The National Center on Addiction and Substance Abuse's 2024 employer contribution ran above the $2,416 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
TIAA$17,137
INSERO & COMPANY CPAS, LLP$12,632

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$29,769 · 0.19%
2023$16,282 · 0.12%
2022$9,868 · 0.07%
All plans at this employer2
CASA RETIREMENT PLANProfit-sharing plan
CASA TAX DEFERRED ANNUITY PLAN403(b)
Similar plansEducational Services · New York
Cicatelli Associates Inc. NY$17.0M · 0.08%
Fred S. Keller School NY$16.5M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521736502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.