Plan Ledger DOL Form 5500 · updated monthly

1199SEIU United Healthcare Workers East401(k)

401(K) SAVINGS PLAN FOR EMPLOYEES OF 1199SEIU UNITED HEALTHCARE WORKERS EAST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

1199SEIU United Healthcare Workers East reported $50,296 in plan administrative expenses for 2024: 0.17% of average plan assets, below 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 0.18% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,910th-largest of 5,648 plans among New York employers on file, and the 703rd of 3,341 in other services.

Plan summary
Net assets, end of year$31,049,671
Participants with balances365
Active participants789
Employer contributions—
Employee contributions$2,370,845
Employer contribution per active participant—
Average account balance$85,068
Benefits paid to participants$2,763,105
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.0M · 365 accts
2023$27.7M · 472 accts
2022$23.1M · 667 accts · $21K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,296
Total administrative$50,296
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
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$50,296

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$50,296 · 0.17%
2023$62,602 · 0.25%
2022$45,258 · 0.18%
Similar plansOther Services · New York
Lifetime Assistance, Inc. NY$33.4M · 0.42%
Hoffman Car Wash, Inc. NY$30.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131510821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.