Plan Ledger DOL Form 5500 · updated monthly

Epic Healthcare Management, LLC401(k)

EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN · CROTON-ON-HUDSON, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Epic Healthcare Management, LLC reported $106,005 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $561 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 0.32% to 0.36%. 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 1,963rd-largest of 5,648 plans among New York employers on file, and the 2,786th of 11,911 in health care & social assistance. In 2024, employees put in $4.19 for every $1.00 the employer contributed; active participation has shrunk from 1,149 to 1,007 since 2022.

Plan summary
Net assets, end of year$29,868,540
Participants with balances899
Active participants1,007
Employer contributions$564,580
Employee contributions$2,367,377
Employer contribution per active participant$561
Average account balance$33,224
Benefits paid to participants$6,457,046
Plan auditUnmodified (clean) audit opinion
AuditorHMM & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 899 accts · $565K emplr
2023$29.7M · 963 accts · $560K emplr
2022$23.9M · 879 accts · $454K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,005
Total administrative$106,005
The Epic Healthcare Management, LLC 401(k) match · 2024
Employer contribution per active participant$561
Median for plans this size$2,416
2024$561 per active participant
2023$474 per active participant
2022$395 per active participant

Epic Healthcare Management, LLC'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
TRANSAMERICAFINANCIALLIFEINSURANCE · Recordkeeping · Loan processing$77,181
INTAC ACTUARIAL SERVICES, INC. · Recordkeeping · Loan processing$28,829

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

Recordkeeper by year2
2024INTAC ACTUARIAL SERVICES, INC., Transamerica
2023INTAC ACTUARIAL SERVICES, INC., Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$106,005 · 0.36%
2023$94,528 · 0.35%
2022$81,352 · 0.32%
Same employer
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 274757579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.