Plan Ledger DOL Form 5500 · updated monthly

Learning Disabilities of Western New York, Inc. dba Beyond Support Net401(k)

BEYOND SUPPORT NETWORK 401(K) PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Learning Disabilities of Western New York, Inc. dba Beyond Support Net reported $33,978 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $574 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 0.05% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (3,946th of 5,648), and 2,277th of 3,091 in educational services. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,763,976
Participants with balances278
Active participants646
Employer contributions$370,979
Employee contributions$655,036
Employer contribution per active participant$574
Average account balance$27,928
Benefits paid to participants$254,006
Plan auditUnmodified (clean) audit opinion
AuditorKP LYNCH CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 278 accts · $371K emplr
2023$6.1M · 264 accts · $158K emplr
2022$4.9M · 262 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,090
Investment management$29,888
Total administrative$33,978
The Learning Disabilities of Western New York, Inc. dba Beyond Support Net 401(k) match · 2024
Employer contribution per active participant$574
Median for plans this size$1,313
2024$574 per active participant
2023$272 per active participant
2022$241 per active participant

Learning Disabilities of Western New York, Inc. dba Beyond Support Net's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
CAPITAL GROUP RETIREMENT PLAN · Recordkeeping · Investment management$1,445
UBS FINANCIAL SERVICES · Investment advisory (plan)$29,888
ACTUARIAL CONSULTING SERVICES · Pension consulting$2,645

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN
2023CAPITAL GROUP RETIREMENT PLAN

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,978 · 0.49%
2023$32,066 · 0.59%
2022$2,480 · 0.05%
Similar plansEducational Services · New York
Shefa School NY$8.1M · 0.08%
Poughkeepsie Day School NY$7.8M · 0.25%
A.A. World Services, Inc. NY$7.7M · 0.46%
Flatiron School LLC NY$7.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161118050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.