Plan Ledger DOL Form 5500 · updated monthly

Acquis Consulting Group, LLC401(k)

ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Acquis Consulting Group, LLC reported $94,030 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $4,944 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 0.58% to 0.41%. 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 2,157th-largest of 5,648 plans among New York employers on file, and the 4,641st of 11,654 in professional & technical services. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 96 to 144 since 2022.

Plan summary
Net assets, end of year$25,844,844
Participants with balances159
Active participants144
Employer contributions$711,960
Employee contributions$2,226,719
Employer contribution per active participant$4,944
Average account balance$162,546
Benefits paid to participants$1,069,453
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 159 accts · $712K emplr
2023$19.8M · 142 accts · $523K emplr
2022$15.0M · 120 accts · $405K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,285
Investment management$40,745
Total administrative$94,030
The Acquis Consulting Group, LLC 401(k) match · 2024
Employer contribution per active participant$4,944
Median for plans this size$2,416
2024$4,944 per active participant
2023$4,054 per active participant
2022$4,217 per active participant

Acquis Consulting Group, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
TRANSAMERICA FINANCIAL LIFE INS. CO · Recordkeeping · Loan processing$53,285
ALLIANCE BERNSTEIN LP · Investment advisory (plan)$34,991
MERRILL LYNCH · Investment advisory (plan)$5,754

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$94,030 · 0.41%
2023$103,782 · 0.60%
2022$93,770 · 0.58%
Similar plansProfessional & Technical Services · New York
Intercept Interactive Inc. NY$26.2M · 0.02%
Sourcepass, LLC NY$25.9M · 0.74%
Rupp, Pfalzgraf LLC NY$25.9M · 0.09%
Insero & Co., Cpas, LLP NY$25.6M · 0.48%
Asapp Inc. NY$25.4M · 0.05%
Earned Visibility, Inc. NY$25.2M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133990791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.