Plan Ledger DOL Form 5500 · updated monthly

Mrb Group Engineering, Architecture, and Surveying, D.P.C.401(k)

MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Mrb Group Engineering, Architecture, and Surveying, D.P.C. reported $3,559 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,130 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 3 years on file its reported administrative ratio has held roughly steady near 0.015%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,190th-largest of 5,648 plans among New York employers on file, and the 4,724th of 11,654 in professional & technical services. In 2024, employees put in $5.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,183,411
Participants with balances185
Active participants170
Employer contributions$362,029
Employee contributions$1,969,023
Employer contribution per active participant$2,130
Average account balance$136,127
Benefits paid to participants$2,178,232
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP, CPAS, PLCC
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 185 accts · $362K emplr
2023$22.2M · 195 accts · $367K emplr
2022$16.1M · 178 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,063
Investment management$2,496
Total administrative$3,559
The Mrb Group Engineering, Architecture, and Surveying, D.P.C. 401(k) match · 2024
Employer contribution per active participant$2,130
Median for plans this size$2,416
2024$2,130 per active participant
2023$2,098 per active participant
2022$1,454 per active participant

Mrb Group Engineering, Architecture, and Surveying, D.P.C.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,063

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$3,559 · 0.02%
2023$3,443 · 0.02%
2022$2,651 · 0.02%
Same employer
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Insero & Co., Cpas, LLP NY$25.6M · 0.48%
Asapp Inc. NY$25.4M · 0.05%
Earned Visibility, Inc. NY$25.2M · 0.65%
Screenvision Direct, Inc. NY$24.9M · 0.21%
Hr&A Advisors, Inc. NY$24.7M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161242288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.