Plan Ledger DOL Form 5500 · updated monthly

University at Buffalo Surgeons, IncProfit-sharing plan

UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

University at Buffalo Surgeons, Inc reported $111,533 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $14,793 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 0.45% to 0.36%. 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 1,852nd-largest of 5,648 plans among New York employers on file, and the 2,593rd of 11,911 in health care & social assistance. active participation has grown from 109 to 125 since 2022.

Plan summary
Net assets, end of year$32,648,722
Participants with balances147
Active participants125
Employer contributions$1,849,076
Employee contributions—
Employer contribution per active participant$14,793
Average account balance$222,100
Benefits paid to participants$2,840,363
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW & KERSHNER
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 147 accts · $1.8M emplr
2023$29.8M · 134 accts · $1.6M emplr
2022$24.1M · 125 accts · $1.5M emplr
Employer contributions to the University at Buffalo Surgeons, Inc plan · 2024
Employer contribution per active participant$14,793
Median for plans this size$2,416
2024$14,793 per active participant
2023$14,231 per active participant
2022$13,865 per active participant

University at Buffalo Surgeons, Inc's 2024 employer contribution ran above the $2,416 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
AT RETIREMENT SERVICES · Plan administrator · Recordkeeping$45,330
TRG ADVISORS, INC · Investment advisory (participants) · Investment advisory (plan)$50,564
AMERICANTCS FIDUCIARY SERVICES, LLC · Trustee (discretionary) · Loan processing$15,639

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES
2023AMERICAN TRUST

This plan has changed recordkeepers within these filings. If you left University at Buffalo Surgeons, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$111,533 · 0.36%
2023$107,268 · 0.40%
2022$117,799 · 0.45%
All plans at this employer2
UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLANProfit-sharing plan
UNIVERSITY AT BUFFALO SURGEONS, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
Citizen Advocates, Inc. NY$32.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800033443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.