# Westchester Medical Center Advanced Physician Services, P.C 401(k) Plan
Source: https://planprovider.pro/companies/westchester-medical-center-advanced-physician-services-p-c-401k-plan

> Westchester Medical Center Advanced Physician Services, P.C's 401(k) plan: 5,089 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westchester Medical Center Advanced Physician Services, P.C

- **Sponsor EIN:** 264709927

- **Sponsor Address:** FINANCE DEPT. - TAYLOR PAVILION, VALHALLA, NY, 10595

- **Plan Type:** 401(k)

- **Total Participants:** 5,089

- **Total Assets:** $380.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,089|$380.4M|$17.8M|$31.7M|

| 2023|4,894|$315.3M|$15.9M|$29.0M|

| 2022|3,927|$235.2M|$13.5M|$24.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$537,875|—|$537,875|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|NONE|$120,023|—|$120,023|

| PKF O'CONNOR DAVIES LLP|NONE|$29,505|—|$29,505|

| PKF O'CONNOR DAVIES, LLP|Auditor|$29,505|—|$29,505|

| EMPOWER ADVISORY GROUP, LLC|NONE|$14,296|—|$14,296|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $731,204

- **Estimated Expense Ratio:** 0.192% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$733,793|$134,319|—|$29,505|—|

| 2023|$560,008|$81,560|—|—|—|

| 2022|$546,828|$157,824|$389,004|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/westchester-medical-center-advanced-physician-services-p-c-401k-plan)

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