Plan Ledger DOL Form 5500 · updated monthly

Tri-County Community Action Agency401(k)

403(B) THRIFT PLAN OF TRI-COUNTY COMMUNITY ACTION AGENCY · JOHNSTON, RI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Tri-County Community Action Agency reported $1,946 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $487 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 0.013% to 0.014%. 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 Rhode Island (147th of 286), and the 4,469th of 11,911 in health care & social assistance. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has grown from 336 to 490 since 2022.

Plan summary
Net assets, end of year$15,121,638
Participants with balances296
Active participants490
Employer contributions$238,449
Employee contributions$712,087
Employer contribution per active participant$487
Average account balance$51,087
Benefits paid to participants$1,538,707
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 296 accts · $238K emplr
2023$13.7M · 300 accts · $255K emplr
2022$11.4M · 295 accts · $265K emplr
The Tri-County Community Action Agency 401(k) match · 2024
Employer contribution per active participant$487
Median for plans this size$2,416
2024$487 per active participant
2023$630 per active participant
2022$789 per active participant

Tri-County Community Action Agency'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$1,607

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$1,946 · 0.01%
2023$1,163 · 0.01%
2022$1,527 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Rhode Island
Saint Elizabeth Community RI$15.5M · 1.03%
C.H.I.L.D., Inc. RI$15.4M · 0.01%
Refocus, Inc. RI$13.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050309695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.