Plan Ledger DOL Form 5500 · updated monthly

Finn Partners, Inc.401(k)

FINN PARTNERS, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Finn Partners, Inc. reported $116,719 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $901 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 0.15% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 703rd-largest of 5,648 plans among New York employers on file, and the 1,319th of 11,654 in professional & technical services. In 2024, employees put in $11.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,416,152
Participants with balances1,106
Active participants801
Employer contributions$722,025
Employee contributions$8,266,549
Employer contribution per active participant$901
Average account balance$104,355
Benefits paid to participants$6,772,009
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.4M · 1,106 accts · $722K emplr
2023$96.0M · 1,088 accts · $616K emplr
2022$76.8M · 1,084 accts · $806K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,277
Investment management$18,492
Audit (IQPA)$23,048
Total administrative$116,719
The Finn Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$901
Median for plans this size$3,635
2024$901 per active participant
2023$753 per active participant
2022$948 per active participant

Finn Partners, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,679
EISNERAMPER LLP · Accounting / audit$23,048
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$22,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,492

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$116,719 · 0.11%
2023$120,695 · 0.14%
2022$119,754 · 0.15%
Same employer
Similar plansProfessional & Technical Services · New York
Anchin, Block & Anchin LLP NY$117.9M · 0.15%
Par Technology Corporation NY$114.0M · 0.20%
Cls Bank International NY$113.7M · 0.08%
Geller & Company LLC NY$112.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133366334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.