Plan Ledger DOL Form 5500 · updated monthly

Concord Rny Management LLC401(k)

CONCORD RNY MANAGEMENT 401(K) PLAN · HUNTINGTON STATION, NY · plan year 2022

Reported admin expense ratio · 2022
0.21%

Concord Rny Management LLC reported $455 in plan administrative expenses for 2022: 0.21% of average plan assets, lower 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (5,532nd of 5,648), and 2,423rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$241,101
Participants with balances19
Active participants144
Employer contributions—
Employee contributions$82,597
Employer contribution per active participant—
Average account balance$12,690
Benefits paid to participants$10,720
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$455
Total administrative$455
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 history1
2022$455 · 0.21%
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Cmj Management Inc NY$74K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854049955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.