Plan Ledger DOL Form 5500 · updated monthly

Cattaraugus Rehabilitation Center, Inc.401(k)

THE REHABILITATION CENTER RETIREMENT PLAN · OLEAN, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Cattaraugus Rehabilitation Center, Inc. reported $18,687 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $716 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 0.18%. 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 (3,460th of 5,648), and the 5,393rd of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,130,725
Participants with balances413
Active participants485
Employer contributions$347,027
Employee contributions$705,291
Employer contribution per active participant$716
Average account balance$26,951
Benefits paid to participants$1,449,569
Plan auditUnmodified (clean) audit opinion
AuditorBRYANS & GRAMUGLIA CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 413 accts · $347K emplr
2023$10.1M · 292 accts · $277K emplr
2022$9.1M · 387 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,687
Total administrative$18,687
The Cattaraugus Rehabilitation Center, Inc. 401(k) match · 2024
Employer contribution per active participant$716
Median for plans this size$2,416
2024$716 per active participant
2023$584 per active participant
2022$351 per active participant

Cattaraugus Rehabilitation Center, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment management$18,687

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$18,687 · 0.18%
2023$21,249 · 0.22%
2022$17,005 · 0.17%
Same employer
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The Fortune Society NY$11.3M · 0.26%
Vito C. Quatela, M.D., PLLC NY$11.2M · 0.68%
Unlimited Care, Inc. NY$11.2M · 1.75%
Med Excel USA, Inc. NY$11.1M · 0.39%
Avante Care Management LLC NY$11.0M · 1.39%
Rochester Friendly Home NY$11.0M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161291766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.