Plan Ledger DOL Form 5500 · updated monthly

Anthony L Jordan Health Center Inc403(b)

ANTHONY L JORDAN HEALTH CENTER INC PRE-TAX SAVINGS PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Anthony L Jordan Health Center Inc reported $109,754 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,114 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. 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 (3,174th of 5,648), and the 4,865th of 11,911 in health care & social assistance. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves; active participation has shrunk from 245 to 219 since 2022.

Plan summary
Net assets, end of year$13,226,380
Participants with balances303
Active participants219
Employer contributions$1,119,868
Employee contributions$691,560
Employer contribution per active participant$5,114
Average account balance$43,651
Benefits paid to participants$2,131,272
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 303 accts · $1.1M emplr
2023$11.9M · 281 accts · $534K emplr
2022$10.5M · 288 accts · $571K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,631
Investment management$91,123
Total administrative$109,754
Employer contributions to the Anthony L Jordan Health Center Inc plan · 2024
Employer contribution per active participant$5,114
Median for plans this size$2,416
2024$5,114 per active participant
2023$2,384 per active participant
2022$2,332 per active participant

Anthony L Jordan Health Center Inc'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 · 20242
BENEFIT PLANS ADMIN SERVICES · Investment advisory (participants) · Custodial (securities)$60,823
ALESCO ADVISORS LLC · Investment advisory (participants) · Investment advisory (plan)$48,930

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES
2023BENEFIT PLANS ADMIN SERVICES

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

Administrative cost history3
2024$109,754 · 0.87%
2023$100,373 · 0.90%
2022$100,930 · 0.86%
Same employer
Similar plansHealth Care & Social Assistance · New York
The Children's Law Center NY$13.3M · 0.01%
Aabr, Inc. NY$13.2M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160977295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.