Plan Ledger DOL Form 5500 · updated monthly

Fisher Associates, P.E., L.S., L.A., D.P.C.401(k)

FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. 401(K) PROFIT SHARING PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Fisher Associates, P.E., L.S., L.A., D.P.C. reported $71,342 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,218 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 0.37% to 0.30%. 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 the 2,215th-largest of 5,648 plans among New York employers on file, and the 4,825th of 11,654 in professional & technical services. In 2024, employees put in $4.08 for every $1.00 the employer contributed; active participation has grown from 156 to 176 since 2022.

Plan summary
Net assets, end of year$24,535,717
Participants with balances223
Active participants176
Employer contributions$390,366
Employee contributions$1,591,072
Employer contribution per active participant$2,218
Average account balance$110,026
Benefits paid to participants$3,482,307
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 223 accts · $390K emplr
2023$22.8M · 213 accts · $336K emplr
2022$20.6M · 200 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,342
Total administrative$71,342
The Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) match · 2024
Employer contribution per active participant$2,218
Median for plans this size$2,416
2024$2,218 per active participant
2023$2,087 per active participant
2022$1,754 per active participant

Fisher Associates, P.E., L.S., L.A., D.P.C.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,985
T. ROWE PRICE TRUST COMPANY · Contract administrator · Loan processing$14,557
RIMKUS MARCIANO & ASSOCIATES INC · Contract administrator · Other services$2,800

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$71,342 · 0.30%
2023$88,884 · 0.41%
2022$85,090 · 0.37%
Similar plansProfessional & Technical Services · New York
Screenvision Direct, Inc. NY$24.9M · 0.21%
Hr&A Advisors, Inc. NY$24.7M · 0.36%
Atsg, Inc NY$24.6M · 0.30%
Envirotrac LTD. NY$24.6M · 0.30%
Handel Architects LLP NY$24.1M · 0.35%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 161373998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.