Plan Ledger DOL Form 5500 · updated monthly

East House Corporation401(k)

EAST HOUSE 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

East House Corporation reported $13,500 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $903 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 0.12% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,703rd of 5,648), and the 5,927th of 11,911 in health care & social assistance. In 2024, employees put in $3.34 for every $1.00 the employer contributed; active participation has shrunk from 204 to 173 since 2022.

Plan summary
Net assets, end of year$9,340,289
Participants with balances370
Active participants173
Employer contributions$156,260
Employee contributions$522,201
Employer contribution per active participant$903
Average account balance$25,244
Benefits paid to participants$1,226,066
Plan auditUnmodified (clean) audit opinion
AuditorBONADIO & CO,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 370 accts · $156K emplr
2023$8.3M · 360 accts · $236K emplr
2022$6.8M · 325 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,500
Total administrative$13,500
The East House Corporation 401(k) match · 2024
Employer contribution per active participant$903
Median for plans this size$1,313
2024$903 per active participant
2023$1,213 per active participant
2022$1,158 per active participant

East House Corporation's 2024 employer contribution ran below the $1,313 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 · 20241
SAGE RUTTY & COMPANY INC · Investment advisory (plan) · Participant communicationindirect comp

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$13,500 · 0.15%
2023$9,450 · 0.13%
2022$9,300 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · New York
On Your Mark, Inc. NY$9.4M · 0.91%
Wellthy, Inc. NY$9.3M · 0.23%
St. James Hospital NY$9.3M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160926404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.