Plan Ledger DOL Form 5500 · updated monthly

Complete Discovery Source Inc.401(k)

COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Complete Discovery Source Inc. reported $58,339 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,352 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 0.36% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,467th-largest of 5,648 plans among New York employers on file, and the 999th of 2,199 in information & media. In 2024, employees put in $6.48 for every $1.00 the employer contributed; active participation has grown from 175 to 217 since 2022.

Plan summary
Net assets, end of year$20,984,618
Participants with balances219
Active participants217
Employer contributions$293,453
Employee contributions$1,901,568
Employer contribution per active participant$1,352
Average account balance$95,820
Benefits paid to participants$291,235
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN BLOCK & ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 219 accts · $293K emplr
2023$16.5M · 203 accts · $257K emplr
2022$12.9M · 174 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,311
Investment management$34,028
Total administrative$58,339
The Complete Discovery Source Inc. 401(k) match · 2024
Employer contribution per active participant$1,352
Median for plans this size$2,416
2024$1,352 per active participant
2023$1,164 per active participant
2022$1,454 per active participant

Complete Discovery Source Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$24,311
BANK OF AMERICA NA · Investment advisory (plan)$34,028

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,339 · 0.31%
2023$49,783 · 0.34%
2022$49,634 · 0.36%
Same employer
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Fwd Media Inc NY$21.8M · 0.60%
Fair Health, Inc. NY$21.3M · 0.35%
The Lifetime Value Co. LLC NY$20.7M · 0.01%
Barstool Sports Inc. NY$20.2M · 0.37%
Clinicalmind, LLC NY$18.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260074903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.