Plan Ledger DOL Form 5500 · updated monthly

Elizabeth Wende Breast Care, LLC401(k)

ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Elizabeth Wende Breast Care, LLC reported $108,230 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $5,211 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 0.38%. 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 1,962nd-largest of 5,648 plans among New York employers on file, and the 2,785th of 11,911 in health care & social assistance. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 129 to 150 since 2022.

Plan summary
Net assets, end of year$29,872,401
Participants with balances170
Active participants150
Employer contributions$781,607
Employee contributions$684,883
Employer contribution per active participant$5,211
Average account balance$175,720
Benefits paid to participants$3,628,891
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 170 accts · $782K emplr
2023$27.8M · 166 accts · $742K emplr
2022$25.6M · 157 accts · $672K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,103
Investment management$105,127
Total administrative$108,230
The Elizabeth Wende Breast Care, LLC 401(k) match · 2024
Employer contribution per active participant$5,211
Median for plans this size$2,416
2024$5,211 per active participant
2023$5,456 per active participant
2022$5,207 per active participant

Elizabeth Wende Breast Care, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
THE WATERFORD GROUP, LLC · Recordkeeping · Trustee$105,127
ADP, INC. · Loan processing · Recordkeeping$3,103
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, THE WATERFORD GROUP, LLC
2023ADP, THE WATERFORD GROUP, LLC

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Administrative cost history3
2024$108,230 · 0.38%
2023$94,321 · 0.35%
2022$108,624 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · New York
Somnia, Inc. NY$30.4M · 0.02%
Premier Medical Group NY$30.3M · 0.02%
Theracare of New York, Inc. NY$29.8M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261124473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.