Plan Ledger DOL Form 5500 · updated monthly

Northeast Orthopedics and Sports Medicine, PLLC401(k)

NORTHEAST ORTHOPEDICS AND SPORTS MEDICINE, PLLC EMPLOYEES' 401(K) PROFIT SHARING PLAN · NANUET, NY · plan year 2022

Reported admin expense ratio · 2022
0.41%

Northeast Orthopedics and Sports Medicine, PLLC reported $65,000 in plan administrative expenses for 2022: 0.41% of average plan assets, above the peer median. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,196th of 5,648), and 10,302nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,698,641
Participants with balances71
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$23,925
Benefits paid to participants$22,580,218
Plan auditUnmodified (clean) audit opinion
AuditorTEPLITZKY & COMPANY, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,912
Investment management$41,088
Total administrative$65,000
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$65,000 · 0.41%
Similar plansHealth Care & Social Assistance · New York
Everview Group NY$1.7M · 2.18%
Aids Community Resource NY$1.7M · 2.22%
Cnyhhn, Inc. NY$1.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463554130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.