Plan Ledger DOL Form 5500 · updated monthly

Nathan Littauer Hospital Association403(b)

NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN · GLOVERSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Nathan Littauer Hospital Association reported $228,785 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,697 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 3 years on file its reported administrative ratio has held roughly steady near 0.311%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 954th-largest of 5,648 plans among New York employers on file, and the 1,302nd of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 918 to 1,182 since 2022.

Plan summary
Net assets, end of year$78,895,959
Participants with balances953
Active participants1,182
Employer contributions$2,005,446
Employee contributions$3,179,974
Employer contribution per active participant$1,697
Average account balance$82,787
Benefits paid to participants$4,300,806
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$78.9M · 953 accts · $2.0M emplr
2023$68.3M · 903 accts · $2.0M emplr
2022$60.1M · 905 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$228,785
Total administrative$228,785
Employer contributions to the Nathan Littauer Hospital Association plan · 2024
Employer contribution per active participant$1,697
Median for plans this size$3,635
2024$1,697 per active participant
2023$2,082 per active participant
2022$1,803 per active participant

Nathan Littauer Hospital Association'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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$228,785
HEALTHCARE COMMUNITY SERVICES CORP · Consulting · Insurance servicesindirect comp
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$228,785 · 0.31%
2023$187,356 · 0.29%
2022$199,262 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · New York
Centerlight Health System NY$87.5M · 0.10%
Olean General Hospital NY$81.5M · 0.38%
Auburn Community Hospital NY$77.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141338465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.