Plan Ledger DOL Form 5500 · updated monthly

Koike Aronson, Inc.401(k)

KOIKE ARONSON, INC. SAVINGS INVESTMENT PLAN · ARCADE, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Koike Aronson, Inc. reported $6,431 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,947 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 0.02% to 0.03%. 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 2,422nd-largest of 5,648 plans among New York employers on file, and the 5,660th of 13,661 in manufacturing. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 96 to 107 since 2022.

Plan summary
Net assets, end of year$21,469,624
Participants with balances141
Active participants107
Employer contributions$422,281
Employee contributions$1,042,523
Employer contribution per active participant$3,947
Average account balance$152,267
Benefits paid to participants$677,630
Plan auditUnmodified (clean) audit opinion
AuditorDOPKINS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 141 accts · $422K emplr
2023$19.5M · 135 accts · $347K emplr
2022$17.0M · 130 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,431
Total administrative$6,431
The Koike Aronson, Inc. 401(k) match · 2024
Employer contribution per active participant$3,947
Median for plans this size$2,416
2024$3,947 per active participant
2023$3,541 per active participant
2022$2,934 per active participant

Koike Aronson, Inc.'s 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,431

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$6,431 · 0.03%
2023$23,513 · 0.13%
2022$4,213 · 0.02%
Same employer
Similar plansManufacturing · New York
V.J. Technologies, Inc. NY$21.9M · 0.31%
Nortera Foods USA Inc. NY$21.6M · 0.60%
Anoplate Corporation NY$21.4M · 0.00%
Kris-Tech Wire Co., Inc. NY$21.3M · 0.24%
Wagner Hardwoods LLC NY$21.2M · 0.42%
Chapin International Inc. NY$20.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161246213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.