Plan Ledger DOL Form 5500 · updated monthly

John Mezzalingua Associates LLC D/B401(k)

JMA WIRELESS 401K PLAN · LIVERPOOL, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

John Mezzalingua Associates LLC D/B reported $18,723 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,910 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 0.03% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,460th-largest of 5,648 plans among New York employers on file, and the 3,366th of 13,661 in manufacturing. In 2024, employees put in $4.52 for every $1.00 the employer contributed; active participation has shrunk from 696 to 537 since 2022.

Plan summary
Net assets, end of year$45,496,211
Participants with balances730
Active participants537
Employer contributions$1,025,441
Employee contributions$4,637,135
Employer contribution per active participant$1,910
Average account balance$62,324
Benefits paid to participants$4,693,478
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.5M · 730 accts · $1.0M emplr
2023$37.7M · 825 accts · $1.6M emplr
2022$29.5M · 945 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,850
Investment management$373
Total administrative$18,723
The John Mezzalingua Associates LLC D/B 401(k) match · 2024
Employer contribution per active participant$1,910
Median for plans this size$2,416
2024$1,910 per active participant
2023$2,750 per active participant
2022$1,993 per active participant

John Mezzalingua Associates LLC D/B's 2024 employer contribution ran below the $2,416 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
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$586
MORNINGSTAR · Investment advisory (plan)indirect comp

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$18,723 · 0.05%
2023$23,650 · 0.07%
2022$10,350 · 0.03%
Same employer
Similar plansManufacturing · New York
Aurubis Buffalo, Inc. NY$46.4M · 0.06%
Gorbel, Inc. NY$45.1M · 0.15%
Gutchess Lumber Co., Inc. NY$44.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900913004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.