Plan Ledger DOL Form 5500 · updated monthly

X-Treme Care LLCProfit-sharing plan

X-TREME CARE LLC EMPLOYEE RETIREMENT PLAN · BAYSIDE, NY · plan year 2023

Reported admin expense ratio · 2023
2.42%

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

X-Treme Care LLC reported $174,793 in plan administrative expenses for 2023: 2.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,159 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 1 year on file its reported administrative ratio rose from 2.29% to 2.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,876th of 5,648), and 6,328th of 11,911 in health care & social assistance. active participation has shrunk from 2,289 to 2,045 since 2022.

Plan summary
Net assets, end of year$8,294,907
Participants with balances2,428
Active participants2,045
Employer contributions$2,370,797
Employee contributions—
Employer contribution per active participant$1,159
Average account balance$3,416
Benefits paid to participants$1,038,797
Plan auditUnmodified (clean) audit opinion
AuditorBAS PARTNERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$8.3M · 2,428 accts · $2.4M emplr
2022$6.2M · 2,128 accts · $2.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$174,793
Total administrative$174,793
Employer contributions to the X-Treme Care LLC plan · 2023
Employer contribution per active participant$1,159
Median for plans this size$1,308
2023$1,159 per active participant
2022$934 per active participant

X-Treme Care LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$174,792
SECURITIES AMERICA, INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024Not separately reported
2023$174,793 · 2.42%
2022$139,211 · 2.29%
Similar plansHealth Care & Social Assistance · New York
Women in Need NY$8.5M · 1.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134051566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.