Plan Ledger DOL Form 5500 · updated monthly

Kaleida Health403(b)

KALEIDA HEALTH SAVINGS INVESTMENT 403(B) PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Kaleida Health reported $343,205 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. 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 rose from 0.04% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 161st-largest of 5,648 plans among New York employers on file, and the 252nd of 11,911 in health care & social assistance. active participation has grown from 8,221 to 10,136 since 2022.

Plan summary
Net assets, end of year$723,451,388
Participants with balances8,271
Active participants10,136
Employer contributions$0
Employee contributions$51,092,414
Employer contribution per active participant$0
Average account balance$87,468
Benefits paid to participants$64,414,055
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$723.5M · 8,271 accts
2023$648.2M · 7,851 accts
2022$571.2M · 7,414 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$276,679
Investment management$66,526
Total administrative$343,205
The Kaleida Health 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$4,294

Kaleida Health's 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$275,129
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$66,526

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

Administrative cost history3
2024$343,205 · 0.05%
2023$294,680 · 0.05%
2022$268,675 · 0.04%
All plans at this employer2
KALEIDA HEALTH SAVINGS INVESTMENT 403(B) PLAN403(b)
KALEIDA HEALTH SAVINGS/INVESTMENT (401(K)) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 161533232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.