Plan Ledger DOL Form 5500 · updated monthly

United Sleep Diagnostics, Inc.401(k)

UNITED / TRUETOX 401(K) PLAN · NEW HYDE PARK, NY · plan year 2023

Reported admin expense ratio · 2023
1.06%

United Sleep Diagnostics, Inc. reported $37,191 in plan administrative expenses for 2023: 1.06% of average plan assets, higher than ~75% 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 1.24% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (4,653rd of 5,648), and 3,766th of 4,246 in wholesale trade. active participation has shrunk from 236 to 211 since 2022.

Plan summary
Net assets, end of year$4,142,725
Participants with balances440
Active participants211
Employer contributions—
Employee contributions$893,061
Employer contribution per active participant—
Average account balance$9,415
Benefits paid to participants$161,654
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BLETZER PPLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 329 accts
2023$4.1M · 440 accts
2022$2.8M · 377 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,191
Total administrative$37,191
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$37,190

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$38,297 · 1.15%
2023$37,191 · 1.06%
2022$33,606 · 1.24%
Similar plansWholesale Trade · New York
Deva Concepts, LLC NY$4.4M · 0.15%
Bedgear, LLC NY$4.3M · 0.79%
Cheezwhse.com, Inc NY$4.1M · 0.15%
Milea Truck Sales Corp. NY$3.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205208718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.