Plan Ledger DOL Form 5500 · updated monthly

Butler/Till, Inc.ESOP

BUTLER/TILL EMPLOYEE STOCK OWNERSHIP PLAN · ROCHESTER, NY · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Butler/Till, Inc. reported $39,362 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,083 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 0.030% to 0.033%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 776th-largest of 5,648 plans among New York employers on file, and the 1,463rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$103,298,830
Participants with balances408
Active participants281
Employer contributions$1,428,248
Employee contributions—
Employer contribution per active participant$5,083
Average account balance$253,183
Benefits paid to participants$1,483,005
Plan auditUnmodified (clean) audit opinion
AuditorFREED MAXICK, CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$101.0M · 365 accts · $2.1M emplr
2023$103.3M · 408 accts · $1.4M emplr
2022$97.9M · 392 accts · $1.9M emplr
Employer contributions to the Butler/Till, Inc. plan · 2023
Employer contribution per active participant$5,083
Median for plans this size$3,659
2024$8,818 per active participant
2023$5,083 per active participant
2022$6,844 per active participant

Butler/Till, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STIFEL · Investment management$39,341

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$33,431 · 0.03%
2023$39,362 · 0.04%
2022$27,511 · 0.03%
All plans at this employer2
BUTLER/TILL MEDIA SERVICES, INC. 401(K) PLAN401(k)
BUTLER/TILL EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · New York
Braze, Inc. NY$104.2M · 0.26%
Turner & Townsend, Inc. NY$102.1M · 0.43%
Anderson Kill P.C. NY$101.9M · 0.06%
Akrf, Inc. NY$101.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161542581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.