Plan Ledger DOL Form 5500 · updated monthly

The Upper Manhattan Mental Health Center, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

The Upper Manhattan Mental Health Center, Inc. reported $1,123 in plan administrative expenses for 2024: 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.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. 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 New York (4,741st of 5,648), and 8,767th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,696,139
Participants with balances119
Active participants261
Employer contributions—
Employee contributions$134,747
Employer contribution per active participant—
Average account balance$31,060
Benefits paid to participants$216,005
Plan auditUnmodified (clean) audit opinion
AuditorDESIRE AND COMPANY CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 119 accts
2023$3.3M · 125 accts
2022$2.9M · 140 accts
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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$986

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history3
2024$1,123 · 0.03%
2023$673 · 0.02%
2022$600 · 0.02%
All plans at this employer2
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF UPPER MANHATTAN MENTAL HEALTH CENTER, INC.401(k)
403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC.401(k)
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Source: U.S. Department of Labor, Form 5500 series, EIN 133389470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.