Plan Ledger DOL Form 5500 · updated monthly

Efficio LLC401(k)

EFFICIO 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Efficio LLC reported $45,161 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $3,805 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,831st of 5,648), and 8,485th of 11,654 in professional & technical services. In 2024, employees put in $2.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,541,208
Participants with balances185
Active participants151
Employer contributions$574,579
Employee contributions$1,543,928
Employer contribution per active participant$3,805
Average account balance$46,169
Benefits paid to participants$182,809
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$45,161
Total administrative$45,161
The Efficio LLC 401(k) match · 2024
Employer contribution per active participant$3,805
Median for plans this size$1,313

Efficio LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$18,634
ALLIANT INSURANCE AGENCY INC · Recordkeeping · Trustee$6,600
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$13,262

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

Administrative cost history1
2024$45,161 · 0.65%
Same employer
Similar plansProfessional & Technical Services · New York
Medthink, LLC NY$8.7M · 0.52%
Hireart Inc. NY$8.6M · 0.53%
Ntopology, Inc. NY$8.5M · 0.11%
Revolut Technologies Inc NY$8.5M · 0.05%
Si Engineering P.C. NY$8.5M · 0.67%
Spotnana Technology, Inc. NY$8.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352558065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.