Plan Ledger DOL Form 5500 · updated monthly

Quadro Partners Inc.401(k)

QUADRO PARTNERS 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Quadro Partners Inc. reported $5,451 in plan administrative expenses for 2023: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,892 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 0.08% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,568th of 5,648), and 4,476th of 4,798 in finance & insurance. In 2023, employees put in $6.84 for every $1.00 the employer contributed; active participation has shrunk from 103 to 47 since 2022.

Plan summary
Net assets, end of year$4,550,912
Participants with balances119
Active participants47
Employer contributions$135,907
Employee contributions$929,586
Employer contribution per active participant$2,892
Average account balance$38,243
Benefits paid to participants$1,035,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$459K · 24 accts · $7K emplr
2023$4.6M · 119 accts · $136K emplr
2022$3.6M · 148 accts · $164K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,316
Investment management$3,135
Total administrative$5,451
The Quadro Partners Inc. 401(k) match · 2023
Employer contribution per active participant$2,892
Median for plans this size$1,308
2023$2,892 per active participant
2022$1,590 per active participant

Quadro Partners Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
GUIDELINE, INC. · Plan administrator · Recordkeeping$5,451

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$4,779 · 0.19%
2023$5,451 · 0.13%
2022$2,886 · 0.08%
Same employer
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Dfo Management, LLC NY$4.9M · 0.00%
Fm Home Loans NY$4.8M · 0.53%
Smartwork, Inc. NY$4.7M · 0.01%
Electronic Payments Inc. NY$4.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474246269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.