Plan Ledger DOL Form 5500 · updated monthly

Trillium Health, Inc.401(k)

TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Trillium Health, Inc. reported $115,153 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,900 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 fell from 0.58% to 0.52%. 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 the 2,282nd-largest of 5,648 plans among New York employers on file, and the 3,309th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 224 to 269 since 2022.

Plan summary
Net assets, end of year$23,433,683
Participants with balances362
Active participants269
Employer contributions$780,016
Employee contributions$1,470,302
Employer contribution per active participant$2,900
Average account balance$64,734
Benefits paid to participants$2,426,993
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 362 accts · $780K emplr
2023$20.6M · 326 accts · $676K emplr
2022$16.0M · 312 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,257
Investment management$66,896
Total administrative$115,153
The Trillium Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,900
Median for plans this size$2,416
2024$2,900 per active participant
2023$2,878 per active participant
2022$2,830 per active participant

Trillium Health, Inc.'s 2024 employer contribution ran above the $2,416 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
SAGE RUTTY & CO., INC. · Recordkeeping · Trustee$66,665
ADP, INC. · Loan processing · Recordkeeping$48,487
ADP BROKER-DEALERindirect 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
2024ADP, SAGE RUTTY & CO., INC.
2023ADP, SAGE RUTTY & CO., INC.

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

Administrative cost history3
2024$115,153 · 0.52%
2023$100,699 · 0.55%
2022$85,129 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · New York
Project Renewal, Inc. NY$23.7M · 0.78%
Promesa, Inc. NY$23.6M · 0.22%
Freedom Care LLC NY$23.4M · 2.38%
Trinity Medical Wny PC NY$23.0M · 0.06%
Family Service League, Inc. NY$23.0M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161356734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.