Plan Ledger DOL Form 5500 · updated monthly

Lilker Associates401(k)

LILKER ASSOCIATES 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Lilker Associates reported $29,520 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,685 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.

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 among the smaller plans on file in New York (2,874th of 5,648), and 6,387th of 11,654 in professional & technical services. In 2022, employees put in $6.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,820,748
Participants with balances153
Active participants114
Employer contributions$192,101
Employee contributions$1,157,148
Employer contribution per active participant$1,685
Average account balance$103,404
Benefits paid to participants$1,044,252
Plan auditUnmodified (clean) audit opinion
AuditorT.E. LOTT AND COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $83K emplr
2022$15.8M · 153 accts · $192K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$29,520
Total administrative$29,520
The Lilker Associates 401(k) match · 2022
Employer contribution per active participant$1,685
Median for plans this size$2,266

Lilker Associates's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$29,520 · 0.17%
Similar plansProfessional & Technical Services · New York
Tec Building Systems LLC NY$16.1M · 0.26%
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Atelier Ten USA LLC NY$15.9M · 0.00%
Miq Digital USA, Inc. NY$15.8M · 0.04%
Opentrons Labworks Inc. NY$15.7M · 0.88%
Gizmodo Media Group LLC NY$15.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112770483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.