Plan Ledger DOL Form 5500 · updated monthly

Highmark Western and Northeastern New York Inc.401(k)

HEALTHNOW NEW YORK INC. ELECTIVE 401(K) PLAN · PITTSBURGH, PA · plan year 2023

Reported admin expense ratio · 2023
0.04%

Highmark Western and Northeastern New York Inc. reported $100,840 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% 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.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 251st-largest of 3,651 plans among Pennsylvania employers on file, and the 526th of 4,798 in finance & insurance. active participation has shrunk from 1,344 to 1,198 since 2022.

Plan summary
Net assets, end of year$233,028,308
Participants with balances1,823
Active participants1,198
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$127,827
Benefits paid to participants$31,000,712
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$223.5M · 1,618 accts
2023$233.0M · 1,823 accts
2022$231.3M · 2,010 accts
Administrative expenses, itemized · 2023
Investment management$100,840
Total administrative$100,840
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ALIGHT SOLUTIONS LLC · Recordkeeping$101,560
THE BANK OF NEW YORK MELLON · Custodial (securities) · Trustee$41,693
FIDELITY INVESTMENTS · Loan processing$33,119
BAKER TILLY US, LLP · Accounting / audit$19,550

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

Recordkeeper by year2
2024Alight
2023Alight

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

Administrative cost history3
2024$89,871 · 0.04%
2023$100,840 · 0.04%
2022$135,062 · 0.05%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Northwest Bank PA$259.4M · 0.10%
Chatham Financial PA$234.3M · 0.03%
The Glenmede Corporation PA$230.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161105741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.