Plan Ledger DOL Form 5500 · updated monthly

Don Buchwald and Associates401(k)

DON BUCHWALD AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Don Buchwald and Associates reported $15,261 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,371st of 5,648), and 4,414th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$5,558,674
Participants with balances82
Active participants116
Employer contributions$0
Employee contributions$521,723
Employer contribution per active participant$0
Average account balance$67,789
Benefits paid to participants$503,490
Plan auditUnmodified (clean) audit opinion
AuditorSCHULMAN LOBEL LLP
Administrative expenses, itemized · 2022
Investment management$15,261
Total administrative$15,261
The Don Buchwald and Associates 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Don Buchwald and Associates's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,261 · 0.24%
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Source: U.S. Department of Labor, Form 5500 series, EIN 132891776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.