Plan Ledger DOL Form 5500 · updated monthly

Day One Perspective, LLC dba Day One Agency401(k)

DAY ONE AGENCY 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Day One Perspective, LLC dba Day One Agency reported $16,915 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,232 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 0.32% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,335th of 5,648), and 7,410th of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,932,427
Participants with balances184
Active participants172
Employer contributions$555,869
Employee contributions$1,448,015
Employer contribution per active participant$3,232
Average account balance$64,850
Benefits paid to participants$567,943
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 184 accts · $556K emplr
2023$8.8M · 163 accts · $828K emplr
2022$5.9M · 156 accts · $820K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,915
Total administrative$16,915
The Day One Perspective, LLC dba Day One Agency 401(k) match · 2024
Employer contribution per active participant$3,232
Median for plans this size$2,416
2024$3,232 per active participant
2023$4,902 per active participant
2022$4,940 per active participant

Day One Perspective, LLC dba Day One Agency's 2024 employer contribution ran above 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 · 20243
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$14,815
THE BENEFIT PRACTICE · Plan administrator$2,100
GEORGE FUCHS · Investment advisory (plan)indirect 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
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$16,915 · 0.16%
2023$12,739 · 0.17%
2022$17,947 · 0.32%
Similar plansProfessional & Technical Services · New York
Fdm Group, Inc. NY$12.1M · 0.49%
Aai Associates, Inc. NY$12.0M · 0.58%
Flexible Business Systems NY$11.8M · 0.46%
Deepintent, Inc. NY$11.8M · 0.27%
Lockard & Wechsler LLC NY$11.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461631561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.