Plan Ledger DOL Form 5500 · updated monthly

Montefiore Einstein Advanced Care403(b)

MONTEFIORE EINSTEIN ADVANCED CARE 403(B) PLAN · ELMSFORD, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Montefiore Einstein Advanced Care reported $2,281 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,790 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,097th of 5,648), and 9,908th of 11,911 in health care & social assistance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,157,299
Participants with balances204
Active participants186
Employer contributions$332,949
Employee contributions$637,594
Employer contribution per active participant$1,790
Average account balance$10,575
Benefits paid to participants$130,445
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.2M · 204 accts · $333K emplr
2023$565K · 179 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,281
Total administrative$2,281
The Montefiore Einstein Advanced Care 401(k) match · 2024
Employer contribution per active participant$1,790
Median for plans this size$1,313
2024$1,790 per active participant
2023$637 per active participant

Montefiore Einstein Advanced Care's 2024 employer contribution ran above the $1,313 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.

Administrative cost history2
2024$2,281 · 0.17%
2023Not separately reported
Similar plansHealth Care & Social Assistance · New York
Barrier Free Living, Inc. NY$2.2M · 0.58%
Dominican Village, Inc. NY$2.2M · 1.01%
Wells Nursing Home NY$2.1M · 0.77%
Shield of David, Inc. NY$2.1M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863090734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.