Plan Ledger DOL Form 5500 · updated monthly

Barton & Loguidice, D.P.C.401(k)

BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN · LIVERPOOL, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Barton & Loguidice, D.P.C. reported $56,562 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,981 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 0.09% to 0.08%. 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 1,018th-largest of 5,648 plans among New York employers on file, and the 1,961st of 11,654 in professional & technical services. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 322 to 377 since 2022.

Plan summary
Net assets, end of year$73,929,381
Participants with balances472
Active participants377
Employer contributions$1,500,950
Employee contributions$4,587,459
Employer contribution per active participant$3,981
Average account balance$156,630
Benefits paid to participants$5,683,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$73.9M · 472 accts · $1.5M emplr
2023$63.6M · 443 accts · $1.4M emplr
2022$50.7M · 422 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$57,987
Total administrative$56,562
The Barton & Loguidice, D.P.C. 401(k) match · 2024
Employer contribution per active participant$3,981
Median for plans this size$3,635
2024$3,981 per active participant
2023$3,910 per active participant
2022$3,659 per active participant

Barton & Loguidice, D.P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
S.E.E.D. PLANNING GROUP LLC · Investment advisory (plan)$57,987
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$56,562 · 0.08%
2023$55,602 · 0.10%
2022$52,778 · 0.09%
Same employer
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Active Media Services, Inc. NY$77.2M · 0.28%
Trump Payroll Corp. NY$75.0M · 0.02%
Bts USA, Inc. NY$74.4M
Curinos, Inc. NY$73.2M · 0.00%
Ipsoft Incorporated NY$73.2M · 0.10%
Ipsoft Incorporated NY$73.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161020368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.