Plan Ledger DOL Form 5500 · updated monthly

St. Camillus Residential Health Care Facilities403(b)

ST. CAMILLUS RESIDENTIAL HEALTH CARE FACILITIES TAX SHELTERED ANNUITY PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.54%

St. Camillus Residential Health Care Facilities reported $84,025 in plan administrative expenses for 2024: 0.54% 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 rose from 0.48% to 0.54%. 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 (2,886th of 5,648), and the 4,351st of 11,911 in health care & social assistance. active participation has shrunk from 417 to 373 since 2022.

Plan summary
Net assets, end of year$15,714,534
Participants with balances471
Active participants373
Employer contributions—
Employee contributions$374,049
Employer contribution per active participant—
Average account balance$33,364
Benefits paid to participants$1,962,659
Plan auditUnmodified (clean) audit opinion
AuditorBONADIO & CO.,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 471 accts
2023$15.5M · 394 accts
2022$14.2M · 506 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,358
Investment management$30,667
Total administrative$84,025
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
UNUM LIFE INS. CO. OF AMERICA · Recordkeepingindirect comp
LINCOLN NATIONAL CORPORATION · Contract administrator$53,334
LPL FINANCIAL LLC · Investment advisory (plan)$30,667

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

Recordkeeper by year2
2024UNUM LIFE INS. CO. OF AMERICA
2023UNUM LIFE INS. CO. OF AMERICA

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

Administrative cost history3
2024$84,025 · 0.54%
2023$72,369 · 0.49%
2022$74,876 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · New York
Alternatives for Children NY$15.8M · 0.00%
Bonadent, LLC NY$15.7M · 0.69%
Forestdale, Inc. NY$15.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161085780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.