Plan Ledger DOL Form 5500 · updated monthly

Doodlebugs Holdings Co Inc401(k)

DOODLEBUGS HOLDINGS CO INC 401(K) PROFIT SHARING PLAN & TRUST · CHEEKTOWAGA, NY · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Doodlebugs Holdings Co Inc reported $24,187 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $277 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 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (4,852nd of 5,648), and 2,699th of 3,091 in educational services. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 203 to 311 since 2022.

Plan summary
Net assets, end of year$3,196,026
Participants with balances262
Active participants311
Employer contributions$86,169
Employee contributions$256,883
Employer contribution per active participant$277
Average account balance$12,199
Benefits paid to participants$208,133
Plan auditUnmodified (clean) audit opinion
AuditorSBFR PARTNERS CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 262 accts · $86K emplr
2023$2.7M · 127 accts · $74K emplr
2022$2.2M · 102 accts · $62K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,911
Investment management$9,257
Audit (IQPA)$7,159
Trustee / custodial$860
Total administrative$24,187
The Doodlebugs Holdings Co Inc 401(k) match · 2024
Employer contribution per active participant$277
Median for plans this size$1,313
2024$277 per active participant
2023$293 per active participant
2022$303 per active participant

Doodlebugs Holdings Co Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$6,981
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$9,257

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Doodlebugs Holdings Co Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,187 · 0.82%
2023$23,358 · 0.95%
2022$20,291 · 0.86%
Same employer
Similar plansEducational Services · New York
Manhattan Charter School NY$3.7M · 0.03%
School Intermediate LLC NY$3.2M · 0.50%
The Lowell School NY$2.9M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263389399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.