Plan Ledger DOL Form 5500 · updated monthly

Cardiovascular Associates of the Delaware Valley, P.A.401(k)

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN · HADDON HEIGHTS, NJ · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Cardiovascular Associates of the Delaware Valley, P.A. reported $31,489 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,478 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 rose from 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 475th-largest of 2,419 plans among New Jersey employers on file, and the 1,477th of 11,911 in health care & social assistance. In 2023, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$67,694,794
Participants with balances226
Active participants175
Employer contributions$1,658,649
Employee contributions$1,313,114
Employer contribution per active participant$9,478
Average account balance$299,534
Benefits paid to participants$3,858,058
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$63.1M · 256 accts · $1.8M emplr
2023$67.7M · 226 accts · $1.7M emplr
2022$57.1M · 216 accts · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,489
Total administrative$31,489
The Cardiovascular Associates of the Delaware Valley, P.A. 401(k) match · 2023
Employer contribution per active participant$9,478
Median for plans this size$3,659
2024$9,539 per active participant
2023$9,478 per active participant
2022$8,801 per active participant

Cardiovascular Associates of the Delaware Valley, P.A.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$39,302

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$31,863 · 0.05%
2023$31,489 · 0.05%
2022$25,773 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Pskw, LLC NJ$75.0M · 0.24%
Vna Health Group, Inc. NJ$72.2M · 0.19%
Ivi America LLC NJ$68.9M · 0.31%
I.D. Care, LLC NJ$59.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223321233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.