Plan Ledger DOL Form 5500 · updated monthly

Pro Action of Steuben & Yates, Inc.403(b)

PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN · BATH, NY · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Pro Action of Steuben & Yates, Inc. reported $30,103 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,504 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 rose from 0.01% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,958th of 5,648), and 1,906th of 3,341 in other services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,701,250
Participants with balances238
Active participants208
Employer contributions$312,815
Employee contributions$345,031
Employer contribution per active participant$1,504
Average account balance$32,358
Benefits paid to participants$588,140
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 238 accts · $313K emplr
2023$6.7M · 287 accts · $321K emplr
2022$6.1M · 237 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,103
Total administrative$30,103
Employer contributions to the Pro Action of Steuben & Yates, Inc. plan · 2024
Employer contribution per active participant$1,504
Median for plans this size$1,313
2024$1,504 per active participant
2023$1,433 per active participant
2022$1,362 per active participant

Pro Action of Steuben & Yates, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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
RIMKUS MARCIANO AND ASSOCIATES, INC · Recordkeeping$9,175
MILESTONE CONSULTANTS · Investment advisory (plan)$19,649
NATIONWIDE TRUST COMPANY$974

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

Recordkeeper by year2
2024RIMKUS MARCIANO AND ASSOCIATES, INC
2023RIMKUS MARCIANO AND ASSOCIATES, INC

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Administrative cost history3
2024$30,103 · 0.42%
2023$785 · 0.01%
2022$780 · 0.01%
Same employer
Similar plansOther Services · New York
National Urban League NY$7.9M · 0.38%
Crystal Run Village, Inc. NY$7.7M · 0.70%
Cdp North America, Inc. NY$7.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160914512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.