Plan Ledger DOL Form 5500 · updated monthly

Capital Cardiology Associates, PC401(k)

CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Capital Cardiology Associates, PC reported $4,401 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,644 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 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,016th-largest of 5,648 plans among New York employers on file, and the 1,378th of 11,911 in health care & social assistance. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,263,185
Participants with balances452
Active participants348
Employer contributions$1,964,194
Employee contributions$2,348,489
Employer contribution per active participant$5,644
Average account balance$164,299
Benefits paid to participants$14,089,999
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.3M · 452 accts · $2.0M emplr
2023$70.8M · 431 accts · $2.8M emplr
2022$60.2M · 385 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,181
Investment management$1,220
Total administrative$4,401
The Capital Cardiology Associates, PC 401(k) match · 2024
Employer contribution per active participant$5,644
Median for plans this size$3,635
2024$5,644 per active participant
2023$7,727 per active participant
2022$7,027 per active participant

Capital Cardiology Associates, PC's 2024 employer contribution ran above the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,386

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$4,401 · 0.01%
2023$22,630 · 0.03%
2022$15,109 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · New York
Sdg Mgmt Company, LLC NY$76.6M · 0.24%
Oneida Healthcare Center NY$75.8M · 0.30%
Oswego Health NY$75.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141834454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.