Plan Ledger DOL Form 5500 · updated monthly

Herzfeld & Rubin, P.C.401(k)

HERZFELD & RUBIN, P.C. EMPLOYEES 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.34%

Herzfeld & Rubin, P.C. reported $92,167 in plan administrative expenses for 2022: 0.34% 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.

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 2,436th-largest of 5,648 plans among New York employers on file, and the 5,318th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$21,299,535
Participants with balances80
Active participants49
Employer contributions—
Employee contributions$449,879
Employer contribution per active participant—
Average account balance$266,244
Benefits paid to participants$7,102,860
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,974
Investment management$43,625
Professional / advisory$22,440
Total administrative$92,167
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$92,167 · 0.34%
Similar plansProfessional & Technical Services · New York
The Cementworks, LLC NY$21.7M · 0.50%
King & King Architects, LLP NY$21.5M · 0.22%
Taboola, Inc. NY$21.3M · 0.41%
Abrams Fensterman, LLP NY$21.2M · 0.63%
Mohawk Global Logistics NY$21.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132688520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.