Plan Ledger DOL Form 5500 · updated monthly

Aaronson Rappaport Feinstein & Deutsch, LLP401(k)

AARONSON, RAPPAPORT, FEINSTEIN & DEUTSCH, LLP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Aaronson Rappaport Feinstein & Deutsch, LLP reported $35,214 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.11% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,988th-largest of 5,648 plans among New York employers on file, and the 4,256th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$29,279,183
Participants with balances127
Active participants121
Employer contributions$0
Employee contributions$1,213,696
Employer contribution per active participant$0
Average account balance$230,545
Benefits paid to participants$3,686,571
Plan auditUnmodified (clean) audit opinion
AuditorROGOFF & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 127 accts
2023$28.4M · 117 accts
2022$25.1M · 115 accts
Administrative expenses, itemized · 2024
Investment management$55,080
Total administrative$35,214
The Aaronson Rappaport Feinstein & Deutsch, LLP 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Aaronson Rappaport Feinstein & Deutsch, LLP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
OSAIC WEALTH INC · Investment advisory (plan)$55,080
ROGOFF & COMPANY · Accounting / audit$17,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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
2024$35,214 · 0.12%
2023$28,817 · 0.11%
2022$29,338 · 0.11%
Similar plansProfessional & Technical Services · New York
Xad, Inc. NY$29.6M · 0.30%
Rnbw Holdings LLC NY$29.5M · 0.01%
Dopkins & Company, LLP NY$29.3M · 0.20%
Entech Engineering PC NY$29.2M · 0.32%
Teads, Inc. NY$29.2M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133690958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.