Plan Ledger DOL Form 5500 · updated monthly

Careabout Mso, LLC401(k)

CAREABOUT 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Careabout Mso, LLC reported $139,520 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,030 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.

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 520th-largest of 5,648 plans among New York employers on file, and the 703rd of 11,911 in health care & social assistance. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$176,889,101
Participants with balances1,702
Active participants1,740
Employer contributions$3,531,978
Employee contributions$6,057,691
Employer contribution per active participant$2,030
Average account balance$103,930
Benefits paid to participants$12,612,962
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,829
Investment management$54,566
Audit (IQPA)$13,125
Total administrative$139,520
The Careabout Mso, LLC 401(k) match · 2024
Employer contribution per active participant$2,030
Median for plans this size$3,635

Careabout Mso, LLC's 2024 employer contribution ran below 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,013
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$41,247
KAUFMAN ROSSIN CPAS · Consulting$13,125
PNC INSTITUTIONAL ASSET MANAGEMENT · Consulting$12,976

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

Administrative cost history1
2024$139,520 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · New York
Samaritan Medical Center NY$209.6M · 0.05%
Sun River Health, Inc. NY$156.7M · 0.15%
Arnot Ogden Medical Center NY$151.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874407782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.