Plan Ledger DOL Form 5500 · updated monthly

Trucare Connections Inc401(k)

TRUCARE CONNECTIONS INC 401(K) PROFIT SHARING PLAN TRUST · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
1.30%

Trucare Connections Inc reported $14,703 in plan administrative expenses for 2024: 1.30% of average plan assets, higher than ~90% 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 fell from 1.92% to 1.30%. 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 (5,274th of 5,648), and 10,648th of 11,911 in health care & social assistance. active participation has grown from 576 to 719 since 2022.

Plan summary
Net assets, end of year$1,291,328
Participants with balances451
Active participants719
Employer contributions—
Employee contributions$394,209
Employer contribution per active participant—
Average account balance$2,863
Benefits paid to participants$229,599
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 451 accts
2023$975K · 559 accts
2022$548K · 672 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,703
Total administrative$14,703
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
ADP, INC. · Loan processing · Recordkeeping$14,703

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
2023ADP

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

Administrative cost history3
2024$14,703 · 1.30%
2023$12,560 · 1.65%
2022$8,871 · 1.92%
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Source: U.S. Department of Labor, Form 5500 series, EIN 815262828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.