Plan Ledger DOL Form 5500 · updated monthly

Chazen Engineering,Land Surveying,Landscape Architecture&Geology Co DpESOP

THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN · POUGHKEEPSIE, NY · plan year 2022

Reported admin expense ratio · 2022
1.85%

Chazen Engineering,Land Surveying,Landscape Architecture&Geology Co Dp reported $20,891 in plan administrative expenses for 2022: 1.85% of average plan assets, higher than ~90% of peers. 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 1.85% to 19.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (5,588th of 5,648), and 11,581st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$101,557
Participants with balances133
Active participants115
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$764
Benefits paid to participants$2,039,423
Plan auditUnmodified (clean) audit opinion
AuditorRBT CPAS, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $67K emplr
2024$63K · 133 accts
2023$76K · 133 accts
2022$102K · 133 accts
Administrative expenses, itemized · 2022
Professional / advisory$20,891
Total administrative$20,891
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025Not separately reported
2024$13,728 · 19.73%
2023$25,331 · 28.47%
2022$20,891 · 1.85%
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Source: U.S. Department of Labor, Form 5500 series, EIN 141681699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.