Plan Ledger DOL Form 5500 · updated monthly

Select Pt, Ot & Slp Rehabilitation401(k)

SELECT PT, OT & SLP REHABILITATION NY, PLLC 401(K) PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Select Pt, Ot & Slp Rehabilitation reported $20,118 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.34% to 0.36%. 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 (4,301st of 5,648), and 7,403rd of 11,911 in health care & social assistance. active participation has shrunk from 665 to 503 since 2022.

Plan summary
Net assets, end of year$5,918,857
Participants with balances184
Active participants503
Employer contributions$0
Employee contributions$694,868
Employer contribution per active participant$0
Average account balance$32,168
Benefits paid to participants$730,321
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 184 accts
2023$5.1M · 192 accts
2022$4.1M · 208 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,750
Investment management$18,368
Total administrative$20,118
The Select Pt, Ot & Slp Rehabilitation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Select Pt, Ot & Slp Rehabilitation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
LPL FINANCIAL, LLC · Investment advisory (plan)$18,368
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,750

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$20,118 · 0.36%
2023$18,034 · 0.39%
2022$15,035 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · New York
Job Path, Inc. NY$5.9M · 0.33%
Kelberman Center, Inc. NY$5.9M · 0.52%
Calibrate Health Inc NY$5.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263531640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.