Plan Ledger DOL Form 5500 · updated monthly

A & T Healthcare, L.L.C.401(k)

A & T HEALTHCARE, L.L.C. PROFIT SHARING/ 401(K) PLAN · NEW CITY, NY · plan year 2024

Reported admin expense ratio · 2024
0.61%

A & T Healthcare, L.L.C. reported $65,001 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.61%. 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 among the smaller plans on file in New York (3,413th of 5,648), and the 5,309th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$11,448,014
Participants with balances114
Active participants280
Employer contributions—
Employee contributions$590,744
Employer contribution per active participant—
Average account balance$100,421
Benefits paid to participants$278,572
Plan auditUnmodified (clean) audit opinion
AuditorHAEFELE, FLANAGAN & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 114 accts
2023$10.0M · 121 accts
2022$8.5M · 130 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,001
Total administrative$65,001
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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$65,001
MML INSURANCE AGENCY LLC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$65,001 · 0.61%
2023$53,028 · 0.57%
2022$55,884 · 0.60%
Similar plansHealth Care & Social Assistance · New York
Opengate Inc. NY$11.4M · 0.53%
Schc Companies, Inc. NY$11.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134090123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.