Plan Ledger DOL Form 5500 · updated monthly

Penn Health Partners, LLC401(k)

PENN HEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN · CEDARHURST, NY · plan year 2024

Reported admin expense ratio · 2024
0.71%

Penn Health Partners, LLC reported $4,138 in plan administrative expenses for 2024: 0.71% of average plan assets, below 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.

Across the 1 year on file its reported administrative ratio fell from 0.75% to 0.71%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (5,432nd of 5,648), and 2,311th of 2,534 in administrative & support services. active participation has shrunk from 524 to 311 since 2022.

Plan summary
Net assets, end of year$598,408
Participants with balances75
Active participants311
Employer contributions—
Employee contributions$32,955
Employer contribution per active participant—
Average account balance$7,979
Benefits paid to participants$78,533
Plan history3
Yearassets · accounts · employer contribution
2024$598K · 75 accts
2023$559K · 78 accts
2022$450K · 85 accts
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 history3
2024$4,138 · 0.71%
2023$3,810 · 0.75%
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 863416863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.