Plan Ledger DOL Form 5500 · updated monthly

Ibero-American Action League, Inc.DC plan

IBERO-AMERICAN ACTION LEAGUE, INC. 403(B) RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.37%

Ibero-American Action League, Inc. reported $4,673 in plan administrative expenses for 2024: 0.37% of average plan assets, below 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 2 years on file its reported administrative ratio fell from 0.50% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (5,243rd of 5,648), and 2,984th of 3,341 in other services.

Plan summary
Net assets, end of year$1,412,592
Participants with balances209
Active participants163
Employer contributions—
Employee contributions$215,768
Employer contribution per active participant—
Average account balance$6,759
Benefits paid to participants$143,665
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP, CPA'S, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 209 accts
2023$1.1M · 205 accts
2022$896K · 203 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,525
Trustee / custodial$1,148
Total administrative$4,673
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
CANANDAIGUA NATIONAL BANK & TRUST · Trustee$4,673

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$4,673 · 0.37%
2023$4,480 · 0.44%
2022$4,838 · 0.50%
Similar plansOther Services · New York
Autobase Inc. NY$1.5M · 0.83%
Best Companies NY$1.5M · 0.83%
The One Group, LLC NY$1.3M · 3.84%
Blue Central Admin, LLC NY$1.1M · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160954745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.