Plan Ledger DOL Form 5500 · updated monthly

Epic Long Island, Inc.403(b)

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN · EAST MEADOW, NY · plan year 2024

Reported admin expense ratio · 2024
0.64%

Epic Long Island, Inc. reported $41,049 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. 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 0.54% to 0.64%. 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 (4,161st of 5,648), and 7,085th of 11,911 in health care & social assistance. active participation has grown from 800 to 1,093 since 2022.

Plan summary
Net assets, end of year$6,530,717
Participants with balances150
Active participants1,093
Employer contributions—
Employee contributions$200,688
Employer contribution per active participant—
Average account balance$43,538
Benefits paid to participants$713,551
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 150 accts
2023$6.4M · 150 accts
2022$5.7M · 152 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,496
Investment management$16,669
Trustee / custodial$2,509
Total administrative$41,049
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
SENTINEL BENEFITS & FINANCIAL GROUP · Recordkeeping$21,496
WEALTH ENHANCEMENT ADVISOR SERVICES · Investment advisory (plan)$16,669

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$41,049 · 0.64%
2023$34,086 · 0.56%
2022$35,620 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · New York
Brylin Hospitals, Inc. NY$6.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111821135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.