Plan Ledger DOL Form 5500 · updated monthly

Bluecore, Inc401(k)

BLUECORE, INC RETIREMENT TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Bluecore, Inc reported $54,591 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.27% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (2,829th of 5,648), and 6,292nd of 11,654 in professional & technical services. active participation has shrunk from 294 to 219 since 2022.

Plan summary
Net assets, end of year$16,250,113
Participants with balances275
Active participants219
Employer contributions$0
Employee contributions$2,568,401
Employer contribution per active participant$0
Average account balance$59,091
Benefits paid to participants$2,499,126
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 275 accts
2023$12.7M · 346 accts
2022$9.5M · 415 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,420
Investment management$25,171
Total administrative$54,591
The Bluecore, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Bluecore, 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$22,907
EMPOWER ADVISORY GROUP, LLC · Investment management$2,264

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$54,591 · 0.38%
2023$28,948 · 0.26%
2022$25,562 · 0.27%
Same employer
Similar plansProfessional & Technical Services · New York
Cgi Communications, Inc. NY$16.4M · 0.42%
Wavestone US Inc. NY$16.3M · 0.52%
Logic Technology, Inc. NY$16.3M · 0.01%
Tec Building Systems LLC NY$16.1M · 0.26%
Krish Actuarial, Inc. NY$15.9M · 0.44%
Atelier Ten USA LLC NY$15.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462284224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.