Plan Ledger DOL Form 5500 · updated monthly

Retriever Medical Dental Payment401(k)

RETRIEVER MEDICAL DENTAL PAYMENTS 401(K) PROFIT SHARING P · VALHALLA, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Retriever Medical Dental Payment reported $47,798 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,167 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 3 years on file its reported administrative ratio has held roughly steady near 0.451%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,322nd of 5,648), and 7,386th of 11,654 in professional & technical services. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,019,039
Participants with balances245
Active participants282
Employer contributions$611,015
Employee contributions$1,980,378
Employer contribution per active participant$2,167
Average account balance$49,057
Benefits paid to participants$1,918,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 245 accts · $611K emplr
2023$9.2M · 234 accts · $527K emplr
2022$5.0M · 213 accts · $367K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,918
Investment management$40,880
Total administrative$47,798
The Retriever Medical Dental Payment 401(k) match · 2024
Employer contribution per active participant$2,167
Median for plans this size$2,416
2024$2,167 per active participant
2023$1,874 per active participant
2022$1,350 per active participant

Retriever Medical Dental Payment's 2024 employer contribution ran below the $2,416 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 · 20242
THE DAVID J YVARS GROUP · Recordkeeping · Trustee$40,879
ADP, INC. · Loan processing · Recordkeeping$6,918

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

Recordkeeper by year2
2024ADP, THE DAVID J YVARS GROUP
2023ADP, THE DAVID J YVARS GROUP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,798 · 0.45%
2023$31,110 · 0.44%
2022$18,622 · 0.45%
Same employer
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Rpci Oncology, PC NY$12.1M · 0.46%
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Source: U.S. Department of Labor, Form 5500 series, EIN 815161611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.