Plan Ledger DOL Form 5500 · updated monthly

University Pediatric Associates, Inc.Profit-sharing plan

UNIVERSITY PEDIATRIC ASSOCIATES RETIREMENT PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

University Pediatric Associates, Inc. reported $40,828 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,235 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 rose from 0.07% to 0.10%. 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 1,522nd-largest of 5,648 plans among New York employers on file, and the 2,114th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$42,861,993
Participants with balances359
Active participants206
Employer contributions$666,317
Employee contributions—
Employer contribution per active participant$3,235
Average account balance$119,393
Benefits paid to participants$3,664,825
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW & KERSHNERLLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.9M · 359 accts · $666K emplr
2023$39.9M · 390 accts · $617K emplr
2022$34.7M · 381 accts · $581K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,018
Investment management$21,810
Total administrative$40,828
Employer contributions to the University Pediatric Associates, Inc. plan · 2024
Employer contribution per active participant$3,235
Median for plans this size$2,416
2024$3,235 per active participant
2023$3,198 per active participant
2022$2,715 per active participant

University Pediatric Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
P&A RETIREMENT PLAN SERVICES,INC · Contract administrator · Recordkeeping$19,018
TIAA · Recordkeeping · Loan processing$1,451
TRG ADVISORS,INC · Investment advisory (participants) · Investment advisory (plan)$15,208

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

Recordkeeper by year2
2024P&A RETIREMENT PLAN SERVICES,INC, TIAA
2023P&A RETIREMENT PLAN SERVICES,INC, TIAA

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

Administrative cost history3
2024$40,828 · 0.10%
2023$29,532 · 0.08%
2022$29,023 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · New York
Springbrook Ny, Inc. NY$44.8M · 0.23%
Rising Ground, Inc. NY$44.3M · 0.09%
Four Winds, Inc. NY$42.1M · 0.36%
The Animal Medical Center NY$41.0M · 0.01%
Liveonny NY$40.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161238821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.