Plan Ledger DOL Form 5500 · updated monthly

Transitional Services, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Transitional Services, Inc. reported $4,019 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.026% to 0.030%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,101st of 5,648), and the 4,724th of 11,911 in health care & social assistance. active participation has grown from 264 to 344 since 2022.

Plan summary
Net assets, end of year$13,826,515
Participants with balances296
Active participants344
Employer contributions$0
Employee contributions$296,652
Employer contribution per active participant$0
Average account balance$46,711
Benefits paid to participants$1,148,724
Plan auditUnmodified (clean) audit opinion
AuditorBROCK, SCHECHTER & POLAKOFF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 296 accts
2023$12.8M · 306 accts · $1.4M emplr
2022$10.1M · 292 accts · $1.4M emplr
The Transitional Services, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$4,557 per active participant
2022$5,215 per active participant

Transitional Services, Inc.'s 2024 employer contribution ran below the $2,416 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 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$4,019

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

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

Administrative cost history3
2024$4,019 · 0.03%
2023$2,702 · 0.02%
2022$2,776 · 0.03%
Same employer
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Cds Life Transitions NY$13.8M · 0.62%
Understood for All, Inc. NY$13.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160990574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.