Plan Ledger DOL Form 5500 · updated monthly

Slocum-Dickson Medical Group, PLLC401(k)

SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN · NEW HARTFORD, NY · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Slocum-Dickson Medical Group, PLLC reported $310,043 in plan administrative expenses for 2023: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,483 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 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 893rd-largest of 5,648 plans among New York employers on file, and the 1,208th of 11,911 in health care & social assistance. In 2023, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$87,658,440
Participants with balances605
Active participants444
Employer contributions$1,990,452
Employee contributions$1,716,497
Employer contribution per active participant$4,483
Average account balance$144,890
Benefits paid to participants$11,702,266
Plan auditUnmodified (clean) audit opinion
AuditorD'ARCANGELO & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$87.1M · 581 accts · $2.3M emplr
2023$87.7M · 605 accts · $2.0M emplr
2022$81.4M · 639 accts · $2.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,482
Investment management$22,793
Trustee / custodial$261,245
Total administrative$310,043
The Slocum-Dickson Medical Group, PLLC 401(k) match · 2023
Employer contribution per active participant$4,483
Median for plans this size$3,659
2024$5,466 per active participant
2023$4,483 per active participant
2022$4,810 per active participant

Slocum-Dickson Medical Group, PLLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20238
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processingindirect comp
NBT BANCORP, N.A. · Trustee$286,725
STRATEGIC FINANCIAL SERVICES · Investment advisory (plan)$44,495
MAKROD INVESTMENT ASSOCIATES · Investment advisory (plan)$42,850
ASCENT WEALTH PARTNERS, LLC · Investment management$22,793
HFR WEALTH MANAGEMENT LLC · Investment advisory (plan)$9,820
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$329,705 · 0.38%
2023$310,043 · 0.37%
2022$323,776 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · New York
The Rogosin Institute, Inc. NY$89.3M · 0.07%
Village Care of New York NY$88.0M · 0.13%
Centerlight Health System NY$87.5M · 0.10%
Olean General Hospital NY$81.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200362623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.