Plan Ledger DOL Form 5500 · updated monthly

Albany Ent & Allergy Services, PC401(k)

ALBANY ENT & ALLERGY SERVICES, PC PROFIT SHARING PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Albany Ent & Allergy Services, PC reported $41,139 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,943 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 has held roughly steady near 0.241%. 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 2,683rd-largest of 5,648 plans among New York employers on file, and the 3,976th of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,955,004
Participants with balances205
Active participants146
Employer contributions$721,610
Employee contributions$772,517
Employer contribution per active participant$4,943
Average account balance$87,585
Benefits paid to participants$2,104,814
Plan auditUnmodified (clean) audit opinion
AuditorTHE BONADIO GROUP
Plan history2
Yearassets · accounts · employer contribution
2024$18.0M · 205 accts · $722K emplr
2023$16.2M · 205 accts · $674K emplr
Administrative expenses, itemized · 2024
Investment management$41,139
Total administrative$41,139
The Albany Ent & Allergy Services, PC 401(k) match · 2024
Employer contribution per active participant$4,943
Median for plans this size$2,416
2024$4,943 per active participant
2023$4,782 per active participant

Albany Ent & Allergy Services, PC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$26,572
EMPOWER ADVISORY GROUP, LLC · Investment management$635
CREATIVE PENSION CONSULTANTS, INC. · Contract administratorindirect comp

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

Administrative cost history2
2024$41,139 · 0.24%
2023$34,692 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · New York
Hcr NY$18.2M · 0.46%
Galileo, Inc. NY$17.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141604510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.