Plan Ledger DOL Form 5500 · updated monthly

University Emergency Medical Svcs, Inc.403(b)

UNIVERSITY EMERGENCY MEDICAL SERVICES, INC. DEFINED CONTRIBUTION PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

University Emergency Medical Svcs, Inc. reported $53,414 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $22,855 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 725th-largest of 5,648 plans among New York employers on file, and the 1,019th of 11,911 in health care & social assistance. In 2024, the employer put in $3.57 for every $1.00 employees contributed themselves; active participation has grown from 196 to 217 since 2022.

Plan summary
Net assets, end of year$110,826,766
Participants with balances331
Active participants217
Employer contributions$4,959,444
Employee contributions$1,387,648
Employer contribution per active participant$22,855
Average account balance$334,824
Benefits paid to participants$1,799,866
Plan auditUnmodified (clean) audit opinion
AuditorBROCK, SCHECHTER & POLAKOFF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$110.8M · 331 accts · $5.0M emplr
2023$68.1M · 306 accts · $4.5M emplr
2022$53.0M · 287 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,983
Audit (IQPA)$4,431
Total administrative$53,414
Employer contributions to the University Emergency Medical Svcs, Inc. plan · 2024
Employer contribution per active participant$22,855
Median for plans this size$3,635
2024$22,855 per active participant
2023$21,652 per active participant
2022$20,820 per active participant

University Emergency Medical Svcs, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$21,767
BROCK, SCHECTER AND POLAKOFF, LLP · Accounting / audit$10,900
CAPFINANCIAL PARTNERS · Investment advisory (plan)$7,500
TIAA$3,093

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

Administrative cost history3
2024$53,414 · 0.06%
2023$37,439 · 0.06%
2022$37,102 · 0.07%
Similar plansHealth Care & Social Assistance · New York
St. Luke's Cornwall Hospital NY$109.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161494924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.