Plan Ledger DOL Form 5500 · updated monthly

United Odd Fellow and Rebekah Home401(k)

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

United Odd Fellow and Rebekah Home reported $53,911 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $4,612 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 3 years on file its reported administrative ratio has held roughly steady near 0.57%. 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 (3,614th of 5,648), and the 5,709th of 11,911 in health care & social assistance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 88 to 99 since 2022.

Plan summary
Net assets, end of year$9,968,420
Participants with balances197
Active participants99
Employer contributions$456,629
Employee contributions$398,611
Employer contribution per active participant$4,612
Average account balance$50,601
Benefits paid to participants$858,595
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO., CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 197 accts · $457K emplr
2023$8.9M · 177 accts · $412K emplr
2022$7.7M · 161 accts · $384K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,911
Total administrative$53,911
The United Odd Fellow and Rebekah Home 401(k) match · 2024
Employer contribution per active participant$4,612
Median for plans this size$1,313
2024$4,612 per active participant
2023$4,296 per active participant
2022$4,368 per active participant

United Odd Fellow and Rebekah Home'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
ECONOMIC GROUP PENSION SVCS · Actuarial · Consulting$17,096
RAYMOND JAMES FIN SERV ADVISORS · Investment advisory (plan) · Investment management$47,192
ECONOMIC GROUP PENSION SVCS · Contract administrator$3,475

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

Recordkeeper by year2
2024ECONOMIC GROUP PENSION SVCS
2023ECONOMIC GROUP PENSION SVCS

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

Administrative cost history3
2024$53,911 · 0.57%
2023$52,891 · 0.64%
2022$45,908 · 0.58%
Similar plansHealth Care & Social Assistance · New York
J.M. Murray Center, Inc. NY$9.9M · 0.31%
Usg Services, LLC NY$9.9M · 0.79%
Symphony Medical PC NY$9.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131740053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.