Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Associates of Dutchess County, PC401(k)

ORTHOPEDIC ASSOCIATES OF DUTCHESS COUNTY, PC 401K PROFIT SHARING PLAN AND TRUST · POUGHKEEPSIE, NY · plan year 2022

Reported admin expense ratio · 2022
0.53%

Orthopedic Associates of Dutchess County, PC reported $113,567 in plan administrative expenses for 2022: 0.53% of average plan assets, higher than ~75% of peers. 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 (3,422nd of 5,648), and the 5,339th of 11,911 in health care & social assistance. In 2022, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,345,611
Participants with balances263
Active participants0
Employer contributions$343,854
Employee contributions$602,182
Employer contribution per active participant—
Average account balance$43,139
Benefits paid to participants$23,980,779
Plan auditUnmodified (clean) audit opinion
AuditorRBT CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$11.3M · 263 accts · $344K emplr
Administrative expenses, itemized · 2022
Investment management$113,567
Total administrative$113,567
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 history2
2023Not separately reported
2022$113,567 · 0.53%
Similar plansHealth Care & Social Assistance · New York
Opengate Inc. NY$11.4M · 0.53%
Schc Companies, Inc. NY$11.4M · 0.50%
Valley Health Services, Inc NY$11.4M · 0.03%
Cancer Care, Inc. NY$11.3M · 0.42%
The Fortune Society NY$11.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141539760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.