Plan Ledger DOL Form 5500 · updated monthly

Weston United Community RenewaDC plan

EMPLOYEE BENEFIT PLAN OF WESTON UNITED COMMUNITY RENEWAL, INC. · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Weston United Community Renewa reported $1,340 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $347 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 0.08% to 0.09%. 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 New York (5,223rd of 5,648), and 10,454th of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 93 to 152 since 2022.

Plan summary
Net assets, end of year$1,515,079
Participants with balances156
Active participants152
Employer contributions$52,766
Employee contributions$101,285
Employer contribution per active participant$347
Average account balance$9,712
Benefits paid to participants$132,852
Plan auditUnmodified (clean) audit opinion
AuditorPKF O'CONNER DAVIES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 156 accts · $53K emplr
2023$1.4M · 124 accts · $49K emplr
2022$1.2M · 122 accts · $37K emplr
Employer contributions to the Weston United Community Renewa plan · 2024
Employer contribution per active participant$347
Median for plans this size$1,313
2024$347 per active participant
2023$350 per active participant
2022$401 per active participant

Weston United Community Renewa'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,401

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$1,340 · 0.09%
2023$763 · 0.06%
2022$1,072 · 0.08%
Similar plansHealth Care & Social Assistance · New York
Valera Health, Inc. NY$1.6M · 2.12%
Aptihealth Medical, PLLC NY$1.5M · 0.16%
Home Care Associates Inc NY$1.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133466166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.