Plan Ledger DOL Form 5500 · updated monthly

Frankel Loughran Starr & Vallone LLP401(k)

FRANKEL LOUGHRAN STARR & VALLONE LLP EMPLOYEE RETIREMENT PLAN · GARDEN CITY, NY · plan year 2022

Reported admin expense ratio · 2022
0.44%

Frankel Loughran Starr & Vallone LLP reported $82,840 in plan administrative expenses for 2022: 0.44% of average plan assets, higher than ~75% of peers. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,749th-largest of 5,648 plans among New York employers on file, and 6,101st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$17,137,551
Participants with balances99
Active participants94
Employer contributions—
Employee contributions$836,473
Employer contribution per active participant—
Average account balance$173,107
Benefits paid to participants$725,413
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$82,840
Total administrative$82,840
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$82,840 · 0.44%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133850905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.