Plan Ledger DOL Form 5500 · updated monthly

Gross Polowy, LLC401(k)

GROSS POLOWY, LLC 401(K) PLAN · WILLIAMSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Gross Polowy, LLC reported $31,445 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,109 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 rose from 0.57% to 0.60%. 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 (4,346th of 5,648), and 9,522nd of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 123 to 160 since 2022.

Plan summary
Net assets, end of year$5,668,671
Participants with balances110
Active participants160
Employer contributions$177,511
Employee contributions$439,200
Employer contribution per active participant$1,109
Average account balance$51,533
Benefits paid to participants$436,652
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 110 accts · $178K emplr
2023$4.7M · 98 accts · $213K emplr
2022$3.6M · 96 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,507
Investment management$17,938
Total administrative$31,445
The Gross Polowy, LLC 401(k) match · 2024
Employer contribution per active participant$1,109
Median for plans this size$1,313
2024$1,109 per active participant
2023$1,338 per active participant
2022$1,126 per active participant

Gross Polowy, LLC's 2024 employer contribution ran below the $1,313 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
WNY ASSET MGMT LLC · Investment advisory (plan)$17,401
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,507
STRATEGIC ADVISORS · Investment advisory (plan)$537

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$31,445 · 0.60%
2023$22,731 · 0.55%
2022$22,048 · 0.57%
Similar plansProfessional & Technical Services · New York
Amtex Systems , Inc. NY$5.8M · 0.06%
Density, Inc. NY$5.8M · 0.03%
Nuvalence, LLC NY$5.7M · 0.82%
Grammatech, Inc. NY$5.7M · 0.94%
The Action Network, Inc. NY$5.6M · 0.08%
Symbio, LLC. NY$5.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453998320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.