Plan Ledger DOL Form 5500 · updated monthly

Womens League Community Residences403(b)

WOMENS LEAGUE TAX SHELTERED ANNUITY PLAN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Womens League Community Residences reported $13,793 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $243 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 fell from 0.06% to 0.05%. 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 2,089th-largest of 5,648 plans among New York employers on file, and the 2,972nd of 11,911 in health care & social assistance. In 2024, employees put in $4.49 for every $1.00 the employer contributed; active participation has grown from 572 to 781 since 2022.

Plan summary
Net assets, end of year$27,222,966
Participants with balances225
Active participants781
Employer contributions$189,639
Employee contributions$852,059
Employer contribution per active participant$243
Average account balance$120,991
Benefits paid to participants$912,581
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 225 accts · $190K emplr
2023$23.5M · 229 accts · $188K emplr
2022$20.6M · 233 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,793
Total administrative$13,793
Employer contributions to the Womens League Community Residences plan · 2024
Employer contribution per active participant$243
Median for plans this size$2,416
2024$243 per active participant
2023$240 per active participant
2022$332 per active participant

Womens League Community Residences'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 · 20241
ASCENSUS TRUST COMPANY · Recordkeeping$13,793

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

Recordkeeper by year2
2024Ascensus
2023NEWPORT TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Womens League Community Residences 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$13,793 · 0.05%
2023$13,807 · 0.06%
2022$14,315 · 0.06%
Same employer
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Cityblock Health, Inc NY$27.5M · 0.46%
Sight Medical Doctors PLLC NY$27.3M · 0.04%
Neurological Surgery, P.C. NY$27.1M · 0.35%
Odyssey House, Inc. NY$27.0M · 0.17%
Unity House of Troy, Inc. NY$26.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112889774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.