Plan Ledger DOL Form 5500 · updated monthly

Schc Companies, Inc.Profit-sharing plan

SCHC COMPANIES, INC 403(B) PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.50%

Schc Companies, Inc. reported $52,310 in plan administrative expenses for 2024: 0.50% 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 2 years on file its reported administrative ratio fell from 0.61% to 0.50%. 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 among the smaller plans on file in New York (3,418th of 5,648), and the 5,327th of 11,911 in health care & social assistance. active participation has grown from 60 to 87 since 2022.

Plan summary
Net assets, end of year$11,385,610
Participants with balances262
Active participants87
Employer contributions—
Employee contributions$698,760
Employer contribution per active participant—
Average account balance$43,457
Benefits paid to participants$739,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 262 accts
2023$9.5M · 253 accts
2022$8.9M · 240 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,310
Total administrative$52,310
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
EVEREN CAPITAL CORPORATION · Investment advisory (plan)$13,639
ADMIN PARTNERS, LLC · Contract administrator$705

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$52,310 · 0.50%
2023$39,204 · 0.43%
2022$58,345 · 0.61%
All plans at this employer2
SCHC COMPANIES, INC. PROFIT SHARING PLANProfit-sharing plan
SCHC COMPANIES, INC 403(B) PLANProfit-sharing plan
Similar plansHealth Care & Social Assistance · New York
A & T Healthcare, L.L.C. NY$11.4M · 0.61%
Opengate Inc. NY$11.4M · 0.53%
Valley Health Services, Inc NY$11.4M · 0.03%
Cancer Care, Inc. NY$11.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222943771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.