Plan Ledger DOL Form 5500 · updated monthly

Exceptional Family Resources, Inc.401(k)

EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Exceptional Family Resources, Inc. reported $33,629 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $515 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 fell from 2.07% to 1.09%. 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 (4,819th of 5,648), and 9,019th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 246 to 343 since 2022.

Plan summary
Net assets, end of year$3,332,568
Participants with balances125
Active participants343
Employer contributions$176,688
Employee contributions$340,880
Employer contribution per active participant$515
Average account balance$26,661
Benefits paid to participants$570,864
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 125 accts · $177K emplr
2023$2.8M · 118 accts · $161K emplr
2022$1.9M · 99 accts · $139K emplr
The Exceptional Family Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$515
Median for plans this size$1,313
2024$515 per active participant
2023$457 per active participant
2022$566 per active participant

Exceptional Family Resources, Inc.'s 2024 employer contribution ran below the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$11,512
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)$21,232

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$33,629 · 1.09%
2023$24,041 · 1.02%
2022$40,011 · 2.07%
Same employer
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Seedco NY$3.4M · 0.46%
Uconnectcare NY$3.4M · 0.75%
Another Step, Inc. NY$3.4M · 0.75%
Aging in America NY$3.3M · 0.10%
Amor Homecare Inc NY$3.3M · 0.70%
Allstar Home Care Agency NY$3.3M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161098311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.