Plan Ledger DOL Form 5500 · updated monthly

The Leukemia & Lymphoma Society, Inc. 403(B) Plan403(b)

THE LEUKEMIA & LYMPHOMA SOCIETY, INC. 403(B) PLAN · RYE BROOK, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

The Leukemia & Lymphoma Society, Inc. 403(B) Plan reported $385,481 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,602 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 0.23% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 635th-largest of 5,648 plans among New York employers on file, and the 853rd of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 978 to 1,110 since 2022.

Plan summary
Net assets, end of year$134,720,502
Participants with balances1,638
Active participants1,110
Employer contributions$3,998,270
Employee contributions$7,605,264
Employer contribution per active participant$3,602
Average account balance$82,247
Benefits paid to participants$11,346,613
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMIHTH + BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$134.7M · 1,638 accts · $4.0M emplr
2023$117.5M · 1,615 accts · $3.1M emplr
2022$97.2M · 1,568 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,333
Investment management$76,258
Audit (IQPA)$837
Total administrative$385,481
Employer contributions to the The Leukemia & Lymphoma Society, Inc. 403(B) Plan plan · 2024
Employer contribution per active participant$3,602
Median for plans this size$3,635
2024$3,602 per active participant
2023$3,181 per active participant
2022$3,284 per active participant

The Leukemia & Lymphoma Society, Inc. 403(B) Plan's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
R V KUHNS & ASSOCIATES INC · Investment advisory (plan)$76,258
WITHUMSMITH+BROWN, PC · Accounting / audit$26,000

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$385,481 · 0.31%
2023$238,819 · 0.22%
2022$242,828 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · New York
Medisys Venture, Inc. NY$147.3M · 0.24%
The Fedcap Group, Inc. NY$140.1M · 0.03%
Bronxcare Health System NY$135.7M · 0.22%
Crouse Hospital NY$125.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135644916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.