Plan Ledger DOL Form 5500 · updated monthly

Refuah Health Center, Inc.403(b)

REFUAH HEALTH CENTER, INC. 403(B) PLAN · SPRING VALLEY, NY · plan year 2025

Reported admin expense ratio · 2025
0.51%

Refuah Health Center, Inc. reported $78,167 in plan administrative expenses for 2025: 0.51% 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.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,746th-largest of 5,648 plans among New York employers on file, and the 4,101st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$17,192,958
Participants with balances174
Active participants634
Employer contributions—
Employee contributions$1,702,103
Employer contribution per active participant—
Average account balance$98,810
Benefits paid to participants$529,109
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$17.2M · 174 accts
2024$13.5M · 161 accts · $11K emplr
2023$10.6M · 129 accts
2022$8.7M · 122 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$78,167
Total administrative$78,167
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
INTAC ACTUARIAL SERVICES, INC. · Contract administrator$3,408
LPL FINANCIALindirect comp

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

Administrative cost history4
2025$78,167 · 0.51%
2024$63,005 · 0.52%
2023$48,113 · 0.50%
2022$46,663 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · New York
Process Insights, Inc. NY$17.0M · 0.01%
Eac, Inc NY$16.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133652555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.