Plan Ledger DOL Form 5500 · updated monthly

Ivyrehab Pt, Ot & Speech PLLC401(k)

IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN · WHITE PLAINS, NY · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Ivyrehab Pt, Ot & Speech PLLC reported $590,219 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged -$0 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 fell from 0.72% to 0.61%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 729th-largest of 5,648 plans among New York employers on file, and the 928th of 4,798 in finance & insurance. active participation has grown from 4,119 to 6,154 since 2022.

Plan summary
Net assets, end of year$110,667,845
Participants with balances3,676
Active participants6,154
Employer contributions-$11
Employee contributions$18,308,976
Employer contribution per active participant-$0
Average account balance$30,106
Benefits paid to participants$9,603,031
Plan auditUnmodified (clean) audit opinion
AuditorBDG - CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$110.7M · 3,676 accts
2023$83.5M · 3,229 accts · $1.8M emplr
2022$59.3M · 2,815 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$274,380
Investment management$315,839
Total administrative$590,219
The Ivyrehab Pt, Ot & Speech PLLC 401(k) match · 2024
Employer contribution per active participant-$0
Median for plans this size$3,635
2023$351 per active participant
2022$530 per active participant

Ivyrehab Pt, Ot & Speech PLLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
FAIRCOURT PARTNERS, LLC · Recordkeeping · Trustee$315,839
ADP, INC. · Loan processing · Recordkeeping$274,379

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

Recordkeeper by year2
2024ADP, FAIRCOURT PARTNERS, LLC
2023ADP, FAIRCOURT PARTNERS, LLC

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

Administrative cost history3
2024$590,219 · 0.61%
2023$462,079 · 0.65%
2022$388,134 · 0.72%
Similar plansFinance & Insurance · New York
Lexington Partners L.P. NY$111.9M · 0.14%
Jencap Group NY$110.9M · 0.09%
Fmc Group Holdings LP NY$110.8M · 0.01%
Canaccord Genuity LLC NY$110.5M · 0.07%
Sculptor Capital NY$108.9M · 0.07%
Fred Alger & Company, LLC NY$108.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800071212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.