Plan Ledger DOL Form 5500 · updated monthly

Unified Community Connections, Inc.403(b)

UNIFIED COMMUNITY CONNECTIONS, INC 403(B) TDA PLAN · SPARKS, MD · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Unified Community Connections, Inc. reported $13,270 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $223 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 0.06% to 0.23%. 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 Maryland (1,221st of 1,671), and 7,438th of 11,911 in health care & social assistance. In 2024, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,848,671
Participants with balances330
Active participants385
Employer contributions$85,987
Employee contributions$373,399
Employer contribution per active participant$223
Average account balance$17,723
Benefits paid to participants$629,116
Plan auditUnmodified (clean) audit opinion
AuditorGORFINE, SCHILLER & GARDYN, PA
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 330 accts · $86K emplr
2023$5.5M · 243 accts · $79K emplr
2022$5.6M · 252 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,270
Total administrative$13,270
Employer contributions to the Unified Community Connections, Inc. plan · 2024
Employer contribution per active participant$223
Median for plans this size$1,313
2024$223 per active participant
2023$211 per active participant
2022$161 per active participant

Unified Community Connections, Inc.'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
LINCOLN NATIONAL CORPORATION · Contract administrator$13,270

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

Administrative cost history3
2024$13,270 · 0.23%
2023$11,472 · 0.21%
2022$3,048 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Richcroft, Inc. MD$6.0M · 0.04%
Wholistic Management Inc MD$5.8M · 1.06%
Community Living, Inc MD$5.8M · 0.09%
Weachieve Inc. MD$5.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520696384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.