Plan Ledger DOL Form 5500 · updated monthly

Endwell Family Physicians, L.L.P.401(k)

ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN · ENDWELL, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Endwell Family Physicians, L.L.P. reported $53,806 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,223 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 0.19%. 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 1,967th-largest of 5,648 plans among New York employers on file, and the 2,800th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 88 to 119 since 2022.

Plan summary
Net assets, end of year$29,737,903
Participants with balances132
Active participants119
Employer contributions$383,481
Employee contributions$481,168
Employer contribution per active participant$3,223
Average account balance$225,287
Benefits paid to participants$1,234,720
Plan auditUnmodified (clean) audit opinion
AuditorMONDORF & FENWICK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 132 accts · $383K emplr
2023$26.4M · 125 accts · $381K emplr
2022$22.3M · 116 accts · $364K emplr
Administrative expenses, itemized · 2024
Investment management$53,660
Total administrative$53,806
The Endwell Family Physicians, L.L.P. 401(k) match · 2024
Employer contribution per active participant$3,223
Median for plans this size$2,416
2024$3,223 per active participant
2023$3,884 per active participant
2022$4,136 per active participant

Endwell Family Physicians, L.L.P.'s 2024 employer contribution ran above the $2,416 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 · 20242
LPL FINANCIAL LLC · Investment advisory (plan)$53,660

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$53,806 · 0.19%
2023$47,192 · 0.19%
2022$48,161 · 0.20%
Similar plansHealth Care & Social Assistance · New York
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 161135059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.