Plan Ledger DOL Form 5500 · updated monthly

Uconnectcare401(k)

UCONNECTCARE 401K PLAN · BATAVIA, NY · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Uconnectcare reported $23,798 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $3,676 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.

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 (4,803rd of 5,648), and 8,958th of 11,911 in health care & social assistance. In 2024, the employer put in $1.97 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,415,976
Participants with balances144
Active participants113
Employer contributions$415,422
Employee contributions$210,463
Employer contribution per active participant$3,676
Average account balance$23,722
Benefits paid to participants$438,206
Plan auditUnmodified (clean) audit opinion
AuditorEFPR ADVISORY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,906
Investment management$14,892
Total administrative$23,798
The Uconnectcare 401(k) match · 2024
Employer contribution per active participant$3,676
Median for plans this size$1,313

Uconnectcare'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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$14,892
ADP, INC. · Loan processing · Recordkeeping$8,905
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history1
2024$23,798 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · New York
Gotham Per Diem, Inc. NY$3.5M · 1.36%
Seedco NY$3.4M · 0.46%
Another Step, Inc. NY$3.4M · 0.75%
Aging in America NY$3.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161068629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.