Plan Ledger DOL Form 5500 · updated monthly

Unity House of Troy, Inc.403(b)

UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN · TROY, NY · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Unity House of Troy, Inc. reported $79,667 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,020 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 0.24% to 0.32%. 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 the 2,108th-largest of 5,648 plans among New York employers on file, and the 3,015th of 11,911 in health care & social assistance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves; active participation has shrunk from 405 to 253 since 2022.

Plan summary
Net assets, end of year$26,748,259
Participants with balances626
Active participants253
Employer contributions$511,049
Employee contributions$414,420
Employer contribution per active participant$2,020
Average account balance$42,729
Benefits paid to participants$1,279,543
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 626 accts · $511K emplr
2023$23.4M · 530 accts · $451K emplr
2022$20.2M · 545 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,667
Total administrative$79,667
Employer contributions to the Unity House of Troy, Inc. plan · 2024
Employer contribution per active participant$2,020
Median for plans this size$2,416
2024$2,020 per active participant
2023$1,280 per active participant
2022$1,079 per active participant

Unity House of Troy, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$25,067
MM WEALTH MANAGEMENT · Investment advisory (plan)$51,880

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

Recordkeeper by year2
2024Vanguard
2023TIAA, Vanguard

This plan has changed recordkeepers within these filings. If you left Unity House of Troy, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,667 · 0.32%
2023$66,601 · 0.31%
2022$51,321 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · New York
Neurological Surgery, P.C. NY$27.1M · 0.35%
Odyssey House, Inc. NY$27.0M · 0.17%
Jewish Senior Life NY$26.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232378930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.