Plan Ledger DOL Form 5500 · updated monthly

Robert Derector Pe PC401(k)

ROBERT DERECTOR ASSOCIATES 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Robert Derector Pe PC reported $20,890 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $736 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 fell from 0.07% to 0.06%. 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 1,784th-largest of 5,648 plans among New York employers on file, and the 3,741st of 11,654 in professional & technical services. In 2024, employees put in $13.46 for every $1.00 the employer contributed; active participation has grown from 152 to 173 since 2022.

Plan summary
Net assets, end of year$34,426,201
Participants with balances218
Active participants173
Employer contributions$127,324
Employee contributions$1,713,531
Employer contribution per active participant$736
Average account balance$157,918
Benefits paid to participants$3,322,265
Plan auditUnmodified (clean) audit opinion
AuditorJAY C.SALOMAN & ASSOCIATES CPA'S PC
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 218 accts · $127K emplr
2023$31.1M · 208 accts · $127K emplr
2022$26.2M · 195 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,890
Total administrative$20,890
The Robert Derector Pe PC 401(k) match · 2024
Employer contribution per active participant$736
Median for plans this size$2,416
2024$736 per active participant
2023$793 per active participant
2022$825 per active participant

Robert Derector Pe PC's 2024 employer contribution ran below the $2,416 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$20,890

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$20,890 · 0.06%
2023$20,910 · 0.07%
2022$20,234 · 0.07%
Similar plansProfessional & Technical Services · New York
Optimax Systems, Inc. NY$34.7M · 0.03%
Cedar Cares, Inc. NY$34.0M · 0.07%
Guidepoint Global, LLC NY$33.8M · 0.42%
Efpr Group LLP NY$33.7M · 0.16%
Ahmuty, Demers & McManus NY$33.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133100690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.