Plan Ledger DOL Form 5500 · updated monthly

Dixon/Schwabl Advertising, Inc.401(k)

DIXON/SCHWABL ADVERTISING, INC. 401(K) AND PROFIT SHARING PLAN · VICTOR, NY · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Dixon/Schwabl Advertising, Inc. reported $93,085 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,361 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 0.75%. 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 (3,181st of 5,648), and 7,049th of 11,654 in professional & technical services. In 2024, employees put in $5.75 for every $1.00 the employer contributed; active participation has shrunk from 100 to 85 since 2022.

Plan summary
Net assets, end of year$13,161,788
Participants with balances120
Active participants85
Employer contributions$115,645
Employee contributions$665,380
Employer contribution per active participant$1,361
Average account balance$109,682
Benefits paid to participants$982,864
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 120 accts · $116K emplr
2023$11.8M · 132 accts · $135K emplr
2022$10.1M · 37 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,332
Investment management$32,753
Total administrative$93,085
The Dixon/Schwabl Advertising, Inc. 401(k) match · 2024
Employer contribution per active participant$1,361
Median for plans this size$2,416
2024$1,361 per active participant
2023$1,321 per active participant
2022$1,148 per active participant

Dixon/Schwabl Advertising, 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
BURKE GROUP · Participant communication$60,332
ALESCO ADVISORS LLC · Investment advisory (plan)$32,753

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$93,085 · 0.75%
2023$85,727 · 0.78%
2022$78,691 · 0.71%
Similar plansProfessional & Technical Services · New York
Propeller Industries, LLC NY$13.2M · 0.50%
Shift Technology Inc NY$13.2M · 0.02%
Benefit Resource, LLC NY$13.2M · 0.34%
Kld Associates, Inc. NY$13.1M · 0.21%
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Tcgplayer, Inc. NY$13.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161409122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.