Plan Ledger DOL Form 5500 · updated monthly

Complemar Partners, Inc.401(k)

COMPLEMAR PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST · ROCHESTER, NY · plan year 2023

Reported admin expense ratio · 2023
0.91%

Complemar Partners, Inc. reported $22,185 in plan administrative expenses for 2023: 0.91% of average plan assets, higher than ~75% 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 fell from 1.25% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (5,033rd of 5,648), and 12,591st of 13,661 in manufacturing. active participation has shrunk from 163 to 134 since 2022.

Plan summary
Net assets, end of year$2,447,838
Participants with balances186
Active participants134
Employer contributions—
Employee contributions$318,266
Employer contribution per active participant—
Average account balance$13,160
Benefits paid to participants$612,562
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER AND BARR
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 159 accts
2023$2.4M · 186 accts
2022$2.4M · 196 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,196
Investment management$11,989
Total administrative$22,185
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 · 20233
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$11,988
ADP, INC. · Loan processing · Recordkeeping$10,196
ADP BROKER-DEALER · Other servicesindirect comp

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, UBS

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Administrative cost history3
2024$18,696 · 0.78%
2023$22,185 · 0.91%
2022$33,171 · 1.25%
Similar plansManufacturing · New York
Stellar Printing Inc NY$2.5M · 0.87%
Sungrow Albion LLC NY$2.5M · 1.79%
Bolle Brands Inc. NY$2.5M · 0.49%
Fireworks by Grucci Inc NY$2.4M · 0.22%
Lake Erie Tobacco Company NY$2.4M · 1.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201225180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.