Plan Ledger DOL Form 5500 · updated monthly

Person Centered Services Care Coordination Organization LLC401(k)

PERSON CENTERED SERVICES CARE COORDINATION ORGANIZATION LLC 401(K) PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Person Centered Services Care Coordination Organization LLC reported $162,435 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,095 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 2 years on file its reported administrative ratio fell from 1.12% to 0.88%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,488th-largest of 5,648 plans among New York employers on file, and the 3,608th of 11,911 in health care & social assistance. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 762 to 846 since 2022.

Plan summary
Net assets, end of year$20,631,810
Participants with balances693
Active participants846
Employer contributions$926,763
Employee contributions$2,362,666
Employer contribution per active participant$1,095
Average account balance$29,772
Benefits paid to participants$1,012,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 693 accts · $927K emplr
2023$16.1M · 879 accts · $908K emplr
2022$11.9M · 881 accts · $764K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$137,268
Investment management$25,167
Total administrative$162,435
The Person Centered Services Care Coordination Organization LLC 401(k) match · 2024
Employer contribution per active participant$1,095
Median for plans this size$2,416
2024$1,095 per active participant
2023$1,139 per active participant
2022$1,002 per active participant

Person Centered Services Care Coordination Organization LLC's 2024 employer contribution ran below the $2,416 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 · 20242
BURKE GROUP · Plan administrator · Trustee (directed)$137,268
LEVEL FINANCIAL ADVISORS · Investment advisory (plan)$25,167

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

Administrative cost history3
2024$162,435 · 0.88%
2023$144,242 · 1.03%
2022$134,466 · 1.12%
Same employer
Similar plansHealth Care & Social Assistance · New York
Kbi Services, Inc. NY$20.7M · 0.51%
The Highlands NY$20.5M · 0.10%
Lifeplan Cco Ny, LLC NY$20.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823550571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.