Plan Ledger DOL Form 5500 · updated monthly

Cny Fertility, PLLC401(k)

CNY FERTILITY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Cny Fertility, PLLC reported $50,659 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $847 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 0.08% to 0.28%. 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 the 2,518th-largest of 5,648 plans among New York employers on file, and the 3,678th of 11,911 in health care & social assistance. In 2024, employees put in $3.61 for every $1.00 the employer contributed; active participation has grown from 436 to 572 since 2022.

Plan summary
Net assets, end of year$20,196,651
Participants with balances357
Active participants572
Employer contributions$484,639
Employee contributions$1,747,889
Employer contribution per active participant$847
Average account balance$56,573
Benefits paid to participants$1,347,869
Plan auditUnmodified (clean) audit opinion
AuditorCUOMO,WINTERS,SCHMIDT CPAS,PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 357 accts · $485K emplr
2023$16.6M · 304 accts · $472K emplr
2022$13.5M · 266 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,970
Investment management$42,689
Total administrative$50,659
The Cny Fertility, PLLC 401(k) match · 2024
Employer contribution per active participant$847
Median for plans this size$2,416
2024$847 per active participant
2023$951 per active participant
2022$969 per active participant

Cny Fertility, PLLC'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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$42,689
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,970

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$50,659 · 0.28%
2023$41,041 · 0.27%
2022$10,791 · 0.08%
Same employer
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Regional Mso LLC NY$20.3M · 0.12%
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Source: U.S. Department of Labor, Form 5500 series, EIN 943220415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.