Plan Ledger DOL Form 5500 · updated monthly

Buchbinder Tunick & Company LLP401(k)

BUCHBINDER TUNICK & COMPANY LLP EMPLOYEES 401(K) SAVINGS AND RETIREMENT PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.19%

Buchbinder Tunick & Company LLP reported $57,496 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio fell from 0.22% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,900th-largest of 5,648 plans among New York employers on file, and the 4,040th of 11,654 in professional & technical services. In 2023, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,241,736
Participants with balances193
Active participants0
Employer contributions$697,501
Employee contributions$1,289,036
Employer contribution per active participant—
Average account balance$161,874
Benefits paid to participants$5,480,349
Plan auditUnmodified (clean) audit opinion
AuditorSACCO CPA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $728K emplr
2023$31.2M · 193 accts · $698K emplr
2022$30.7M · 166 accts · $641K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,719
Investment management$34,777
Total administrative$57,496
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERILL LYNCH · Investment advisory (plan)$34,777
LINCOLN NATIONAL CORPORATION · Contract administrator$22,719

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$57,496 · 0.19%
2022$70,962 · 0.22%
Same employer
Similar plansProfessional & Technical Services · New York
Sandata Technologies, LLC NY$31.6M · 0.37%
Exiger, LLC NY$31.3M · 0.04%
Adtheorent Inc NY$31.3M · 0.01%
Anteriad, LLC NY$31.3M · 0.32%
Monday.com Inc. NY$31.1M · 0.36%
Personal Computers, Inc. NY$31.0M · 0.36%
Mediamath, Inc. NY$30.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131578842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.