Plan Ledger DOL Form 5500 · updated monthly

Westchester Community Opp Program Inc403(b)

WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM, INC. TAX SHELTERED ANNUITY · ELMSFORD, NY · plan year 2021

Reported admin expense ratio · 2021
0.64%

Westchester Community Opp Program Inc reported $39,666 in plan administrative expenses for 2021: 0.64% of average plan assets, above the peer median. 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 fell from 0.64% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,267th of 5,648), and 7,303rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,087,395
Participants with balances297
Active participants279
Employer contributions—
Employee contributions$431,336
Employer contribution per active participant—
Average account balance$20,496
Benefits paid to participants$1,426,889
Plan history3
Yearassets · accounts · employer contribution
2023$4.6M · 226 accts
2022$4.5M · 251 accts
2021$6.1M · 297 accts
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$39,666
Total administrative$39,666
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$26,945 · 0.59%
2022$36,105 · 0.68%
2021$39,666 · 0.64%
All plans at this employer2
WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM, INC. PENSION PLANMoney purchase plan
WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM, INC. TAX SHELTERED ANNUITY403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 132547122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.