Plan Ledger DOL Form 5500 · updated monthly

Family Wellness Program, LLC401(k)

FAMILY WELLNESS PROGRAM, LLC 401(K) PLAN · BRONX, NY · plan year 2022

Reported admin expense ratio · 2022
30.71%

Family Wellness Program, LLC reported $2,321 in plan administrative expenses for 2022: 30.71% 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 (5,644th of 5,648), and 11,896th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,795
Participants with balances2
Active participants2,183
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$898
Benefits paid to participants$1,264
Plan auditUnmodified (clean) audit opinion
AuditorNEZAJ & CO. CPAS, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,320
Investment management$1
Total administrative$2,321
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$2,321 · 30.71%
Similar plansHealth Care & Social Assistance · New York
Sincere Home Care LLC NY$10K · 25.82%
Dltc, Inc ME$2K

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Source: U.S. Department of Labor, Form 5500 series, EIN 814410202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.