Plan Ledger DOL Form 5500 · updated monthly

Bonadio & Co., LLP401(k)

BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN · PITTSFORD, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Bonadio & Co., LLP reported $173,855 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,515 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 0.09% to 0.12%. 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 587th-largest of 5,648 plans among New York employers on file, and the 1,038th of 11,654 in professional & technical services. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 766 to 961 since 2022.

Plan summary
Net assets, end of year$150,182,323
Participants with balances1,212
Active participants961
Employer contributions$3,377,654
Employee contributions$8,457,554
Employer contribution per active participant$3,515
Average account balance$123,913
Benefits paid to participants$11,016,635
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$150.2M · 1,212 accts · $3.4M emplr
2023$129.0M · 1,147 accts · $3.3M emplr
2022$106.3M · 994 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,355
Investment management$37,500
Total administrative$173,855
The Bonadio & Co., LLP 401(k) match · 2024
Employer contribution per active participant$3,515
Median for plans this size$3,635
2024$3,515 per active participant
2023$3,560 per active participant
2022$3,964 per active participant

Bonadio & Co., LLP's 2024 employer contribution ran below 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
JPMORGAN INVEST HOLDINGS LLC$136,355
ONE DIGITAL TOPCO LLC DBA RESOURCES · Investment advisory (plan)$37,500

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$173,855 · 0.12%
2023$169,897 · 0.14%
2022$100,788 · 0.09%
Same employer
Similar plansProfessional & Technical Services · New York
Pryor Cashman LLP NY$160.6M · 0.10%
Harter Secrest & Emery LLP NY$159.6M · 0.00%
Schulte Roth & Zabel LLP NY$156.5M · 0.01%
Labella Associates, D.P.C. NY$150.0M · 0.11%
Davis+Gilbert LLP NY$149.2M · 0.15%
Sh Group, Inc. NY$140.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161131146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.