Plan Ledger DOL Form 5500 · updated monthly

Carecore Health401(k)

CARECORE HEALTH 401(K) · SUFFREN, NY · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

Carecore Health reported $1,633 in plan administrative expenses for 2022: 0.96% of average plan assets, above the peer median. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,540th of 5,648), and 11,649th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$219,990
Participants with balances62
Active participants502
Employer contributions$0
Employee contributions$126,031
Employer contribution per active participant$0
Average account balance$3,548
Benefits paid to participants$970
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN LLP
Administrative expenses, itemized · 2022
Professional / advisory$1,633
Total administrative$1,633
The Carecore Health 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Carecore Health's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,633 · 0.96%
Same employer
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Trivium of New York LLC NY$248K · 3.46%
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Create, Inc. NY$210K
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Source: U.S. Department of Labor, Form 5500 series, EIN 821077181 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.