Plan Ledger DOL Form 5500 · updated monthly

Crest Manor Living & Rehabilitation Center Inc.401(k)

BARTHOLOMEW HEALTH CARE GROUP 401(K) PLAN · FAIRPORT, NY · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Crest Manor Living & Rehabilitation Center Inc. reported $12,217 in plan administrative expenses for 2023: 0.36% of average plan assets, below the peer median. Employer contributions averaged $70 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 1 year on file its reported administrative ratio rose from 0.20% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,759th of 5,648), and 8,834th of 11,911 in health care & social assistance. In 2023, employees put in $10.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,601,648
Participants with balances94
Active participants135
Employer contributions$9,392
Employee contributions$96,046
Employer contribution per active participant$70
Average account balance$38,315
Benefits paid to participants$216,686
Plan auditUnmodified (clean) audit opinion
AuditorFASTEN HALBERSTAM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$3.6M · 94 accts · $9K emplr
2022$3.1M · 103 accts · $7K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$745
Investment management$11,472
Total administrative$12,217
The Crest Manor Living & Rehabilitation Center Inc. 401(k) match · 2023
Employer contribution per active participant$70
Median for plans this size$1,308
2023$70 per active participant
2022$91 per active participant

Crest Manor Living & Rehabilitation Center Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BOYD CAPITAL MANAGEMENT LLC · Investment advisory (plan)$11,472
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$745

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

Administrative cost history2
2023$12,217 · 0.36%
2022$7,433 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · New York
Continental Home Care NY$3.6M · 4.16%
Life Bridge Dental, PLLC NY$3.6M · 1.35%
Feist Consulting LLC NY$3.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203458770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.