Plan Ledger DOL Form 5500 · updated monthly

Excelsior Orthopaedics LLP401(k)

EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN · AMHERST, NY · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Excelsior Orthopaedics LLP reported $197,817 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,791 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 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,160th-largest of 5,648 plans among New York employers on file, and the 1,548th of 11,911 in health care & social assistance. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 531 to 655 since 2022.

Plan summary
Net assets, end of year$62,984,316
Participants with balances808
Active participants655
Employer contributions$2,483,062
Employee contributions$3,152,788
Employer contribution per active participant$3,791
Average account balance$77,951
Benefits paid to participants$2,548,651
Plan auditUnmodified (clean) audit opinion
AuditorLUMSDEN & MCCORMICK
Plan history3
Yearassets · accounts · employer contribution
2024$63.0M · 808 accts · $2.5M emplr
2023$50.4M · 718 accts · $2.2M emplr
2022$39.3M · 704 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,793
Investment management$87,340
Total administrative$197,817
The Excelsior Orthopaedics LLP 401(k) match · 2024
Employer contribution per active participant$3,791
Median for plans this size$3,635
2024$3,791 per active participant
2023$3,647 per active participant
2022$3,534 per active participant

Excelsior Orthopaedics LLP's 2024 employer contribution ran above the $3,635 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 · 20249
VOYA RETIREMENT INS AND ANNUITY CO · Recordkeeping · Loan processing$90,230
VALIANT RETIRE INC. · Recordkeeping$19,516
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$23,850
PRATT COLLARD BUCK ADVISORY GROUP · Investment advisory (plan)$19,267
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$12,139
SANDHILL INVESTMENT MANAGEMENT · Investment advisory (plan)$10,591
LANDMARK WEALTH MANAGEMENT · Investment advisory (plan)$9,276
BURNS/NOWAKOWSKI GROUP · Investment advisory (plan)$8,502
COMMONWEALTH EQUITY SERVICES · Investment advisory (plan)indirect 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
2024VALIANT RETIRE INC., Voya
2023VALIANT RETIRE INC., Voya

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

Administrative cost history3
2024$197,817 · 0.35%
2023$155,137 · 0.35%
2022$134,137 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · New York
Public Health Solutions NY$64.2M · 0.16%
Upmc Chautauqua at Wca NY$64.2M · 0.14%
Covenant House NY$63.4M · 0.39%
Post Acute Partners, LLC NY$63.1M · 0.19%
People, Inc. NY$60.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161608040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.