Plan Ledger DOL Form 5500 · updated monthly

Affiliated Monitoring, Inc.401(k)

AFFILIATED MONITORING, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Affiliated Monitoring, Inc. reported $88,371 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $742 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 3 years on file its reported administrative ratio has held roughly steady near 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (3,234th of 5,648), and the 863rd of 2,534 in administrative & support services. In 2024, employees put in $4.63 for every $1.00 the employer contributed; active participation has grown from 384 to 524 since 2022.

Plan summary
Net assets, end of year$12,723,558
Participants with balances570
Active participants524
Employer contributions$388,664
Employee contributions$1,798,389
Employer contribution per active participant$742
Average account balance$22,322
Benefits paid to participants$2,102,672
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 570 accts · $389K emplr
2023$10.9M · 432 accts · $328K emplr
2022$7.2M · 420 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,252
Investment management$6,119
Total administrative$88,371
The Affiliated Monitoring, Inc. 401(k) match · 2024
Employer contribution per active participant$742
Median for plans this size$2,416
2024$742 per active participant
2023$770 per active participant
2022$665 per active participant

Affiliated Monitoring, Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$82,252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,119

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$88,371 · 0.75%
2023$66,086 · 0.73%
2022$53,280 · 0.74%
Same employer
Similar plansAdministrative & Support Services · New York
The I Grace Company, Inc. NY$12.2M · 0.47%
Todaytix, Inc. NY$12.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112406505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.