Plan Ledger DOL Form 5500 · updated monthly

Rochester Ambulatory Surgery Center401(k)

ROCHESTER AMBULATORY SURGERY CENTER 401(K) PLAN · ROCHESTER, 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

Rochester Ambulatory Surgery Center reported $28,671 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,306 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 0.04% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,987th of 5,648), and 6,625th of 11,911 in health care & social assistance. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,586,297
Participants with balances198
Active participants195
Employer contributions$254,579
Employee contributions$752,067
Employer contribution per active participant$1,306
Average account balance$38,315
Benefits paid to participants$523,643
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP, CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 198 accts · $255K emplr
2023$6.2M · 160 accts · $238K emplr
2022$5.1M · 157 accts · $138K emplr
The Rochester Ambulatory Surgery Center 401(k) match · 2024
Employer contribution per active participant$1,306
Median for plans this size$1,313
2024$1,306 per active participant
2023$1,143 per active participant
2022$665 per active participant

Rochester Ambulatory Surgery Center's 2024 employer contribution ran below 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 · 20243
NATIONWIDE · Investment management$14,760
NATIONWIDE · Investment management$539
NATIONWIDE RETIREMENT PLANS · Investment management$252

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$28,671 · 0.42%
2023$10,003 · 0.18%
2022$1,940 · 0.04%
Similar plansHealth Care & Social Assistance · New York
Family Services, Inc. NY$7.6M · 0.98%
The Osborne Assoc Inc NY$7.5M · 0.09%
Rightway Healthcare, Inc. NY$7.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453685937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.