Plan Ledger DOL Form 5500 · updated monthly

Assured Information Security, Inc.401(k)

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN · ROME, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Assured Information Security, Inc. reported $26,092 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,152 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 0.052%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,285th-largest of 5,648 plans among New York employers on file, and the 2,577th of 11,654 in professional & technical services. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 195 to 223 since 2022.

Plan summary
Net assets, end of year$54,808,005
Participants with balances345
Active participants223
Employer contributions$2,041,001
Employee contributions$2,427,771
Employer contribution per active participant$9,152
Average account balance$158,864
Benefits paid to participants$2,449,415
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.8M · 345 accts · $2.0M emplr
2023$45.8M · 326 accts · $1.7M emplr
2022$38.8M · 329 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,344
Investment management$6,748
Total administrative$26,092
The Assured Information Security, Inc. 401(k) match · 2024
Employer contribution per active participant$9,152
Median for plans this size$3,635
2024$9,152 per active participant
2023$8,428 per active participant
2022$8,521 per active participant

Assured Information Security, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,344
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,748

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$26,092 · 0.05%
2023$23,531 · 0.06%
2022$22,914 · 0.05%
Same employer
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Berlinrosen Holdings NY$55.9M · 0.12%
Sia Partners US, Inc. NY$55.7M · 0.03%
Kitware, Inc. NY$55.4M · 0.02%
Haug Partners LLP NY$54.6M · 0.08%
Luxoft USA, Inc. NY$53.5M · 0.31%
Cheil USA Inc. NY$53.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043608903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.