Plan Ledger DOL Form 5500 · updated monthly

Extended Holding Company, LLCProfit-sharing plan

EXTENDED AT HOME CARE RETIREMENT PLAN · STATEN ISLAND, NY · plan year 2022

Reported admin expense ratio · 2022
5.85%

Extended Holding Company, LLC reported $35,987 in plan administrative expenses for 2022: 5.85% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,442nd of 5,648), and 11,311th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$539,911
Participants with balances89
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$6,066
Plan auditUnmodified (clean) audit opinion
AuditorADEPTUS PARTNERS LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,987
Total administrative$35,987
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$35,987 · 5.85%
Similar plansHealth Care & Social Assistance · New York
Areba Casriel, Inc. NY$595K · 0.14%
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Kog Industries Inc NY$543K · 0.56%
603 Healthcare LLC NY$490K · 2.04%
Michael E Jones MD PC NY$479K · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471820695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.