Plan Ledger DOL Form 5500 · updated monthly

Agency Within LLC401(k)

WITHIN 401(K) PLAN · QUEENS, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Agency Within LLC reported $9,581 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,740 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 0.10% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (4,027th of 5,648), and the 1,200th of 2,534 in administrative & support services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,341,008
Participants with balances245
Active participants126
Employer contributions$597,261
Employee contributions$977,622
Employer contribution per active participant$4,740
Average account balance$29,963
Benefits paid to participants$1,046,788
Plan auditUnmodified (clean) audit opinion
AuditorHCVT CPAS LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 245 accts · $597K emplr
2023$5.5M · 250 accts · $637K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,500
Investment management$5,081
Total administrative$9,581
The Agency Within LLC 401(k) match · 2024
Employer contribution per active participant$4,740
Median for plans this size$1,313
2024$4,740 per active participant
2023$3,881 per active participant

Agency Within LLC's 2024 employer contribution ran above the $1,313 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 · 20242
GUIDELINE, INC. · Plan administrator · Recordkeeping$8,675
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$9,581 · 0.15%
2023$5,507 · 0.10%
Similar plansAdministrative & Support Services · New York
Res Servicing Corp NY$7.9M · 0.53%
Winston Resources, LLC NY$7.7M · 0.26%
Ntc Marketing, Inc NY$6.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473266050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.