Plan Ledger DOL Form 5500 · updated monthly

Resnick & Louis P.C.401(k)

RESNICK & LOUIS P.C. RETIREMENT PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Resnick & Louis P.C. reported $71,313 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.62% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 589th-largest of 1,285 plans among Arizona employers on file, and 8,009th of 11,654 in professional & technical services. active participation has grown from 234 to 451 since 2022.

Plan summary
Net assets, end of year$9,987,669
Participants with balances485
Active participants451
Employer contributions$0
Employee contributions$1,679,928
Employer contribution per active participant$0
Average account balance$20,593
Benefits paid to participants$2,582,103
Plan auditDisclaimer of opinion
AuditorATLAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 485 accts
2023$9.3M · 390 accts · $57K emplr
2022$6.7M · 286 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,313
Total administrative$71,313
The Resnick & Louis P.C. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Resnick & Louis P.C.'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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$71,313 · 0.74%
2023$52,428 · 0.66%
2022$42,841 · 0.62%
Similar plansProfessional & Technical Services · Arizona
Davis Miles, PLLC AZ$10.2M · 0.43%
Goldberg & Osborne LLP AZ$10.1M · 0.33%
Wti Inc. AZ$9.6M · 0.00%
Persefoni Ai Inc. AZ$9.1M · 0.08%
Elevate Services, Inc. AZ$8.9M · 0.75%
Market Enginuity, Inc. AZ$8.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455131741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.