Plan Ledger DOL Form 5500 · updated monthly

Fnz USA Inc.401(k)

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

Reported admin expense ratio · 2024
0.25%

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

Fnz USA Inc. reported $33,884 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $7,302 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 1 year on file its reported administrative ratio fell from 0.45% to 0.25%. 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 among the smaller plans on file in New York (2,958th of 5,648), and 6,553rd of 11,654 in professional & technical services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,091,605
Participants with balances226
Active participants150
Employer contributions$1,095,315
Employee contributions$1,681,831
Employer contribution per active participant$7,302
Average account balance$66,777
Benefits paid to participants$1,567,778
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$15.1M · 226 accts · $1.1M emplr
2023$12.0M · 147 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,708
Investment management$29,176
Total administrative$33,884
The Fnz USA Inc. 401(k) match · 2024
Employer contribution per active participant$7,302
Median for plans this size$2,416
2024$7,302 per active participant
2023$6,608 per active participant

Fnz USA Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
GLOBAL RETIREMENT PARTNERS (GRP) · Investment advisory (participants) · Investment advisory (plan)$29,177

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

Administrative cost history2
2024$33,884 · 0.25%
2023$42,351 · 0.45%
Same employer
Similar plansProfessional & Technical Services · New York
The Corporate Source, Inc. NY$15.3M · 0.92%
Synacor, Inc NY$15.0M · 0.23%
Mparticle Inc. NY$14.7M · 0.01%
Mitchell & Titus, LLP NY$14.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853107782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.