Plan Ledger DOL Form 5500 · updated monthly

Plus Company U.S. Inc.401(k)

PLUS COMPANY 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Plus Company U.S. Inc. reported $42,492 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,609 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 0.00% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,177th-largest of 5,648 plans among New York employers on file, and the 2,321st of 11,654 in professional & technical services. In 2024, employees put in $3.42 for every $1.00 the employer contributed; active participation has grown from 182 to 376 since 2022.

Plan summary
Net assets, end of year$61,564,574
Participants with balances786
Active participants376
Employer contributions$981,153
Employee contributions$3,358,971
Employer contribution per active participant$2,609
Average account balance$78,326
Benefits paid to participants$5,455,709
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.6M · 786 accts · $981K emplr
2023$39.9M · 563 accts · $274K emplr
2022$26.9M · 367 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,935
Investment management$9,557
Total administrative$42,492
The Plus Company U.S. Inc. 401(k) match · 2024
Employer contribution per active participant$2,609
Median for plans this size$3,635
2024$2,609 per active participant
2023$1,091 per active participant
2022$764 per active participant

Plus Company U.S. Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,935
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,557

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$42,492 · 0.08%
2023$12,897 · 0.04%
2022$1,349 · 0.00%
Same employer
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Woods Oviatt Gilman, LLP NY$61.8M · 0.24%
Murex North America NY$61.6M · 0.01%
Encorevet Group LLC NY$61.5M · 0.35%
Gen II Management, LLC NY$61.3M · 0.30%
Kaufman Borgeest & Ryan LLP NY$60.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510413360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.