Plan Ledger DOL Form 5500 · updated monthly

Gastroenterology Group of Rochester LLP401(k)

GASTROENTEROLOGY GROUP OF ROCHESTER, LLP PROFIT SHARING AND 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Gastroenterology Group of Rochester LLP reported $38,527 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,180 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 has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,809th-largest of 5,648 plans among New York employers on file, and the 4,225th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,420,795
Participants with balances75
Active participants64
Employer contributions$395,530
Employee contributions$311,183
Employer contribution per active participant$6,180
Average account balance$218,944
Benefits paid to participants$187,163
Plan auditUnmodified (clean) audit opinion
AuditorALLIED CPAS,PC
Plan history2
Yearassets · accounts · employer contribution
2024$16.4M · 75 accts · $396K emplr
2023$14.1M · 116 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,527
Total administrative$38,527
The Gastroenterology Group of Rochester LLP 401(k) match · 2024
Employer contribution per active participant$6,180
Median for plans this size$2,416
2024$6,180 per active participant
2023$89 per active participant

Gastroenterology Group of Rochester LLP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping$13,076
COURIER CAPITAL · Consulting$17,500
ALLIED CPA PC · Consulting$8,000
SECURITY ADMINISTRATORS, INC. · Plan administrator$7,296

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history2
2024$38,527 · 0.25%
2023$31,201 · 0.24%
Similar plansHealth Care & Social Assistance · New York
Advanced Dermatology, P.C. NY$16.5M · 0.31%
Long Island Fqhc Inc. NY$16.3M · 0.48%
Fountain House, Inc. NY$16.2M · 0.52%
Priority Care Group, LLC NY$16.2M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161563898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.