Plan Ledger DOL Form 5500 · updated monthly

School for Adaptive and Integr401(k)

SCHOOL FOR ADAPTIVE AND INTEGR 401(K) PROFIT SHARING PLAN & TRUST · YONKERS, NY · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

School for Adaptive and Integr reported $19,508 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $663 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (5,102nd of 5,648), and 2,836th of 3,091 in educational services. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,143,498
Participants with balances336
Active participants243
Employer contributions$161,048
Employee contributions$303,651
Employer contribution per active participant$663
Average account balance$6,379
Benefits paid to participants$194,225
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,746
Investment management$902
Trustee / custodial$860
Total administrative$19,508
The School for Adaptive and Integr 401(k) match · 2024
Employer contribution per active participant$663
Median for plans this size$1,313

School for Adaptive and Integr'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 · 20241
PAYCHEX, INC. · Recordkeeping$13,745

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

Administrative cost history1
2024$19,508 · 1.02%
All plans at this employer2
SCHOOL FOR ADAPTIVE AND INTEGR 401(K) PROFIT SHARING PLAN & TRUST401(k)
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCHOOL FOR ADAPTIVE AND INTEGRATIVE LEARNING (SAIL) AT FERNCLIFF MANOR, INC.Defined-contribution plan
Same employer
Similar plansEducational Services · New York
City-Pro Group, Inc. NY$2.4M · 2.17%
Inner Force Tots Inc. NY$2.0M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133007480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.