Plan Ledger DOL Form 5500 · updated monthly

Coenterprise, LLC401(k)

COENTERPRISE RETIREMENT PLAN · COMMACK, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Coenterprise, LLC reported $41,982 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $2,960 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 0.56% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,617th of 5,648), and 8,023rd of 11,654 in professional & technical services. In 2024, employees put in $5.64 for every $1.00 the employer contributed; active participation has shrunk from 100 to 68 since 2022.

Plan summary
Net assets, end of year$9,928,646
Participants with balances134
Active participants68
Employer contributions$201,274
Employee contributions$1,134,769
Employer contribution per active participant$2,960
Average account balance$74,094
Benefits paid to participants$1,459,147
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 134 accts · $201K emplr
2023$8.7M · 152 accts · $198K emplr
2022$6.5M · 172 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,020
Investment management$22,962
Total administrative$41,982
The Coenterprise, LLC 401(k) match · 2024
Employer contribution per active participant$2,960
Median for plans this size$1,313
2024$2,960 per active participant
2023$2,570 per active participant
2022$2,568 per active participant

Coenterprise, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$22,962
ADP, INC. · Loan processing · Recordkeeping$19,020

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, OCONNOR DAVIES,, UBS

This plan has changed recordkeepers within these filings. If you left Coenterprise, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,982 · 0.45%
2023$52,433 · 0.69%
2022$39,232 · 0.56%
Similar plansProfessional & Technical Services · New York
Jahnel Group, Inc. NY$10.2M · 0.46%
Cbx World Wide LLC NY$10.2M · 0.45%
First Consulting, Inc. NY$10.1M · 0.14%
Brightfarms, Inc. NY$9.9M · 0.92%
Corporate Insight, Inc. NY$9.7M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320323129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.