Plan Ledger DOL Form 5500 · updated monthly

The Ceo for the Greater Capital Region, Inc.Profit-sharing plan

THE CEO FOR THE GREATER CAPITAL REGION, INC. PROFIT SHARING PLAN AND TRUST · TROY, NY · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

The Ceo for the Greater Capital Region, Inc. reported $38,830 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $3,600 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 0.56% to 0.71%. 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 (4,359th of 5,648), and 7,567th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,623,491
Participants with balances164
Active participants117
Employer contributions$421,168
Employee contributions$0
Employer contribution per active participant$3,600
Average account balance$34,290
Benefits paid to participants$651,502
Plan auditUnmodified (clean) audit opinion
AuditorWOJESKI & CO. CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 164 accts · $421K emplr
2023$5.3M · 192 accts · $409K emplr
2022$4.5M · 189 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,805
Total administrative$38,830
Employer contributions to the The Ceo for the Greater Capital Region, Inc. plan · 2024
Employer contribution per active participant$3,600
Median for plans this size$1,313
2024$3,600 per active participant
2023$3,617 per active participant
2022$3,844 per active participant

The Ceo for the Greater Capital Region, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PROFESSIONAL CAPITAL SERVICE GROUP · Contract administrator · Recordkeeping$38,805

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

Recordkeeper by year2
2024PROFESSIONAL CAPITAL SERVICE GROUP
2023PROFESSIONAL CAPITAL SERVICE GROUP

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

Administrative cost history3
2024$38,830 · 0.71%
2023$19,915 · 0.41%
2022$27,451 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · New York
R.A.I.N. Total Care, Inc. NY$5.8M · 0.07%
H1 Insights, Inc. NY$5.8M · 0.33%
Community Health Center NY$5.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141490509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.