Plan Ledger DOL Form 5500 · updated monthly

Attune Insurance Services LLC.401(k)

ATTUNE INSURANCE SERVICES, LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Attune Insurance Services LLC. reported $14,563 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,969 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 0.01% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (3,229th of 5,648), and 3,710th of 4,798 in finance & insurance. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 128 to 104 since 2022.

Plan summary
Net assets, end of year$12,757,930
Participants with balances197
Active participants104
Employer contributions$724,743
Employee contributions$1,188,216
Employer contribution per active participant$6,969
Average account balance$64,761
Benefits paid to participants$682,410
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON AND JOHNSTON CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 197 accts · $725K emplr
2023$9.7M · 198 accts · $604K emplr
2022$7.2M · 195 accts · $649K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,563
Total administrative$14,563
The Attune Insurance Services LLC. 401(k) match · 2024
Employer contribution per active participant$6,969
Median for plans this size$2,416
2024$6,969 per active participant
2023$4,753 per active participant
2022$5,068 per active participant

Attune Insurance Services 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,563

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$14,563 · 0.13%
2023$400 · 0.00%
2022$825 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 300855824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.