Plan Ledger DOL Form 5500 · updated monthly

Uphams Corner Health Committee, Inc.403(b)

UPHAMS CORNER HEALTH COMMITTE, INC. 403(B) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Uphams Corner Health Committee, Inc. reported $105,799 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $85 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 0.23% to 0.41%. 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 1,070th-largest of 2,726 plans among Massachusetts employers on file, and the 2,968th of 11,911 in health care & social assistance. In 2024, employees put in $21.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,279,943
Participants with balances686
Active participants502
Employer contributions$42,573
Employee contributions$909,001
Employer contribution per active participant$85
Average account balance$39,767
Benefits paid to participants$1,809,508
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 686 accts · $43K emplr
2023$24.3M · 678 accts · $885K emplr
2022$19.8M · 768 accts · $749K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,799
Total administrative$105,799
Employer contributions to the Uphams Corner Health Committee, Inc. plan · 2024
Employer contribution per active participant$85
Median for plans this size$2,416
2024$85 per active participant
2023$1,742 per active participant
2022$1,503 per active participant

Uphams Corner Health Committee, 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 · 20245
TWELVE POINTS WEALTH MGMT LLC · Investment advisory (plan)$37,541
EMPOWER ADVISORY GROUP, LLC · Investment management$21,066
ASCENSUS HOLDINGS DBA FUTUREPLAN · Contract administrator$12,634

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$105,799 · 0.41%
2023$64,500 · 0.29%
2022$52,630 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Alliance Health, Inc. MA$28.7M · 0.03%
Pine Street Inn, Inc. MA$26.8M · 0.38%
Wingate Senior Living, LLC MA$26.0M · 0.54%
Wingate Healthcare, Inc. MA$25.0M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237211732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.