Plan Ledger DOL Form 5500 · updated monthly

Bousquet Holstein PLLC401(k)

BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST · SYRACUSE, 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

Bousquet Holstein PLLC reported $14,489 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,864 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 0.05%. 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 the 2,035th-largest of 5,648 plans among New York employers on file, and the 4,347th of 11,654 in professional & technical services. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,355,045
Participants with balances133
Active participants125
Employer contributions$357,988
Employee contributions$1,150,563
Employer contribution per active participant$2,864
Average account balance$213,196
Benefits paid to participants$1,516,946
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN ST. AMOUR CPA
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 133 accts · $358K emplr
2023$25.2M · 140 accts · $375K emplr
2022$21.8M · 133 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,489
Total administrative$14,489
The Bousquet Holstein PLLC 401(k) match · 2024
Employer contribution per active participant$2,864
Median for plans this size$2,416
2024$2,864 per active participant
2023$3,045 per active participant
2022$2,798 per active participant

Bousquet Holstein PLLC's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,489

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$14,489 · 0.05%
2023$2,063 · 0.01%
2022$2,406 · 0.01%
Same employer
Similar plansProfessional & Technical Services · New York
Cockroach Labs, Inc. NY$28.7M · 0.14%
Chdi Management, Inc. NY$28.3M · 0.41%
Lightspeed Pos USA Inc. NY$28.3M · 0.52%
Savin Engineers, P.C. NY$28.1M · 0.07%
Pentagram Design, Inc. NY$28.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161614892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.