Plan Ledger DOL Form 5500 · updated monthly

Symphony Medical PC401(k)

SYMPHONY MEDICAL PC 401(K) PROFIT SHARING PLAN & TRUST · DOBBS FERRY, NY · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Symphony Medical PC reported $25,121 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,424 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 fell from 0.31% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,635th of 5,648), and the 5,755th of 11,911 in health care & social assistance. In 2025, employees put in $3.19 for every $1.00 the employer contributed; active participation has grown from 103 to 118 since 2022.

Plan summary
Net assets, end of year$9,836,174
Participants with balances136
Active participants118
Employer contributions$285,987
Employee contributions$912,251
Employer contribution per active participant$2,424
Average account balance$72,325
Benefits paid to participants$430,234
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, PC
Plan history4
Yearassets · accounts · employer contribution
2025$9.8M · 136 accts · $286K emplr
2024$7.8M · 143 accts · $284K emplr
2023$6.9M · 125 accts · $403K emplr
2022$5.2M · 122 accts · $380K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,392
Investment management$1,729
Total administrative$25,121
The Symphony Medical PC 401(k) match · 2025
Employer contribution per active participant$2,424
Median for plans this size$1,464
2025$2,424 per active participant
2024$2,538 per active participant
2023$3,535 per active participant
2022$3,690 per active participant

Symphony Medical PC's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PAYCHEX, INC. · Recordkeeping$18,697

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

Recordkeeper by year3
2025Paychex
2024Paychex
2023Paychex

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

Administrative cost history4
2025$25,121 · 0.28%
2024$18,836 · 0.26%
2023$16,413 · 0.27%
2022$16,451 · 0.31%
Similar plansHealth Care & Social Assistance · New York
J.M. Murray Center, Inc. NY$9.9M · 0.31%
Usg Services, LLC NY$9.9M · 0.79%
Medco Enterprises, Inc. NY$9.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471235609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.