Plan Ledger DOL Form 5500 · updated monthly

Haylor Freyer & Coon Inc.ESOP

HAYLOR FREYER & COON INC. EMPLOYEE STOCK OWNERSHIP PLAN · SYRACUSE, NY · plan year 2023

Reported admin expense ratio · 2023
0.35%

Haylor Freyer & Coon Inc. reported $114,738 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. 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 rose from 0.25% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,824th-largest of 5,648 plans among New York employers on file, and the 2,244th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$33,553,063
Participants with balances210
Active participants109
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$159,776
Plan auditUnmodified (clean) audit opinion
AuditorDANNIBLE & MCKEE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$33.6M · 210 accts
2022$31.9M · 210 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,286
Audit (IQPA)$16,500
Trustee / custodial$32,000
Total administrative$114,738
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TRANSITION FINANCE STRATEGIES$33,089
ISAACKS & ASSOCIATES · Trustee (discretionary)$32,000
HAYLOR, FREYOR, & COON · Insurance services$17,477
DANNIBLE & MCKEE, LLP · Accounting / audit$16,500
LPL FINANCIAL · Investment advisory (plan)$13,197

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

Administrative cost history3
2024Not separately reported
2023$114,738 · 0.35%
2022$88,828 · 0.25%
All plans at this employer2
HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST401(k)
HAYLOR FREYER & COON INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 150547748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.