Plan Ledger DOL Form 5500 · updated monthly

Chasedesign, LLC401(k)

CHASEDESIGN, LLC 401(K) PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Chasedesign, LLC reported $69,794 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $5,183 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 fell from 0.27% to 0.21%. 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 1,734th-largest of 5,648 plans among New York employers on file, and the 3,592nd of 11,654 in professional & technical services. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,064,095
Participants with balances175
Active participants124
Employer contributions$642,747
Employee contributions$1,188,083
Employer contribution per active participant$5,183
Average account balance$206,081
Benefits paid to participants$2,463,847
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 175 accts · $643K emplr
2023$31.7M · 166 accts · $828K emplr
2022$27.7M · 165 accts · $730K emplr
Administrative expenses, itemized · 2024
Investment management$69,794
Total administrative$69,794
The Chasedesign, LLC 401(k) match · 2024
Employer contribution per active participant$5,183
Median for plans this size$2,416
2024$5,183 per active participant
2023$6,621 per active participant
2022$5,576 per active participant

Chasedesign, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$61,342
FUST CHARLES CHAMBERS LLP$15,485

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$69,794 · 0.21%
2023$64,408 · 0.22%
2022$84,172 · 0.27%
Same employer
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Stemline Therapeutics, Inc. NY$36.8M · 0.03%
Tag Worldwide (USA) Inc. NY$36.4M · 0.09%
Harding Mazzotti, LLP NY$36.4M · 0.01%
Alphasights, Inc. NY$35.5M · 0.04%
Hlw International, LLP NY$35.3M · 0.27%
Optimax Systems, Inc. NY$34.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261338531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.