Plan Ledger DOL Form 5500 · updated monthly

Julia Dyckman Andrus Memorial, Inc.401(k)

JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN · YONKERS, NY · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Julia Dyckman Andrus Memorial, Inc. reported $131,807 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,321 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 rose from 0.72% to 0.93%. 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 among the smaller plans on file in New York (3,038th of 5,648), and the 4,614th of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has shrunk from 422 to 358 since 2022.

Plan summary
Net assets, end of year$14,327,221
Participants with balances420
Active participants358
Employer contributions$473,044
Employee contributions$594,485
Employer contribution per active participant$1,321
Average account balance$34,112
Benefits paid to participants$2,469,810
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 420 accts · $473K emplr
2023$14.1M · 523 accts · $512K emplr
2022$12.2M · 522 accts · $690K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,127
Investment management$50,680
Total administrative$131,807
The Julia Dyckman Andrus Memorial, Inc. 401(k) match · 2024
Employer contribution per active participant$1,321
Median for plans this size$2,416
2024$1,321 per active participant
2023$1,341 per active participant
2022$1,635 per active participant

Julia Dyckman Andrus Memorial, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$58,495
ADP, INC. · Loan processing · Recordkeeping$2,179
FOCUSED WEALTH MANAGEMENT, INC. · Investment advisory (plan) · Investment advisory (participants)$50,680

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, Newport (Ascensus)
2023Newport (Ascensus)

This plan has changed recordkeepers within these filings. If you left Julia Dyckman Andrus Memorial, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,807 · 0.93%
2023$96,472 · 0.73%
2022$100,519 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nyu Langone Mso, Inc. NY$14.3M · 0.13%
Hasc Center Inc. NY$14.1M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132793295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.