Plan Ledger DOL Form 5500 · updated monthly

Tri-County Community Action401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. · BERLIN, NH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Tri-County Community Action reported $3,153 in plan administrative expenses for 2024: 0.06% 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 0.04% to 0.06%. 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 Hampshire (330th of 411), and 7,830th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,151,073
Participants with balances396
Active participants319
Employer contributions$0
Employee contributions$147,274
Employer contribution per active participant$0
Average account balance$13,008
Benefits paid to participants$482,879
Plan auditDisclaimer of opinion
AuditorLEONE, MCDONNELL & ROBERTS, PA
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 396 accts
2023$5.0M · 370 accts
2022$4.4M · 382 accts
Administrative expenses, itemized · 2024
Audit (IQPA)$3,153
Total administrative$3,153
The Tri-County Community Action 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Tri-County Community Action's 2024 employer contribution ran below the $1,313 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$4,635

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$3,153 · 0.06%
2023$1,973 · 0.04%
2022$1,721 · 0.04%
Similar plansHealth Care & Social Assistance · New Hampshire
Pmc Medical Group, LLC NH$6.2M · 0.84%
Monadnock Family Services NH$4.3M · 0.73%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020267404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.