Plan Ledger DOL Form 5500 · updated monthly

Isabella Geriatric Center403(b)

ISABELLA EMPLOYEE RETIREMENT PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.05%

Isabella Geriatric Center reported $3,110 in plan administrative expenses for 2023: 0.05% 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 1 year on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,283rd of 5,648), and 7,328th of 11,911 in health care & social assistance. active participation has grown from 93 to 107 since 2022.

Plan summary
Net assets, end of year$6,032,146
Participants with balances136
Active participants107
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$44,354
Benefits paid to participants$447,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$6.0M · 136 accts
2022$5.7M · 145 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,528
Total administrative$3,110
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 · 20231
LINCOLN NATIONAL CORPORATION · Contract administrator$2,528

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

Administrative cost history3
2024Not separately reported
2023$3,110 · 0.05%
2022$3,640 · 0.06%
Similar plansHealth Care & Social Assistance · New York
Quartet Mso, LLC NY$6.1M · 0.99%
Sigma Link Rehab, LLC NY$6.0M · 1.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133623808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.