Plan Ledger DOL Form 5500 · updated monthly

Data Search Ny, Inc. dba Trakamerica401(k)

DATA SEARCH NY, INC. 401(K) PLAN · BONITA SPRINGS, FL · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Data Search Ny, Inc. dba Trakamerica reported $42,297 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,493 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (1,972nd of 3,644), and 4,138th of 4,798 in finance & insurance. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 244 to 321 since 2022.

Plan summary
Net assets, end of year$8,368,037
Participants with balances270
Active participants321
Employer contributions$479,383
Employee contributions$802,658
Employer contribution per active participant$1,493
Average account balance$30,993
Benefits paid to participants$438,237
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 270 accts · $479K emplr
2023$6.7M · 254 accts · $449K emplr
2022$4.7M · 243 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,297
Total administrative$42,297
The Data Search Ny, Inc. dba Trakamerica 401(k) match · 2024
Employer contribution per active participant$1,493
Median for plans this size$1,313
2024$1,493 per active participant
2023$1,637 per active participant
2022$1,736 per active participant

Data Search Ny, Inc. dba Trakamerica's 2024 employer contribution ran above the $1,313 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 · 20244
MERRILL LYNCH · Investment advisory (plan)$21,299
EMPOWER ADVISORY GROUP, LLC · Investment management$2,677
BSP CONSULTING · Contract administrator$2,325

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

Administrative cost history3
2024$42,297 · 0.56%
2023$29,861 · 0.52%
2022$17,641 · 0.53%
Same employer
Similar plansFinance & Insurance · Florida
Globalvcard LLC FL$8.7M · 0.56%
Sunz Holdings, LLC FL$8.7M · 0.03%
Axiom Bank FL$8.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113566258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.