Plan Ledger DOL Form 5500 · updated monthly

The Shared Living Collaborative, Inc.403(b)

THE SHARED LIVING COLLABORATIVE 403(B) PLAN · MERRIMAC, MA · plan year 2022

Reported admin expense ratio · 2022
0.03%

The Shared Living Collaborative, Inc. reported $460 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. 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 Massachusetts (2,627th of 2,726), and 10,647th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,291,556
Participants with balances54
Active participants87
Employer contributions—
Employee contributions$155,970
Employer contribution per active participant—
Average account balance$23,918
Benefits paid to participants$69,989
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$460
Total administrative$460
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$460 · 0.03%
Similar plansHealth Care & Social Assistance · Massachusetts
Ei US LLC dba Learn Well MA$1.4M · 0.82%
Metro Health Foundation MA$1.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205950420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.