Plan Ledger DOL Form 5500 · updated monthly

Rockwell Architecture, Planning and Design, P.C.401(k)

ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Rockwell Architecture, Planning and Design, P.C. reported $98,945 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,637 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 0.27% to 0.28%. 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 1,620th-largest of 5,648 plans among New York employers on file, and the 3,341st of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 260 to 288 since 2022.

Plan summary
Net assets, end of year$39,350,208
Participants with balances418
Active participants288
Employer contributions$1,047,374
Employee contributions$2,719,439
Employer contribution per active participant$3,637
Average account balance$94,139
Benefits paid to participants$1,089,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 418 accts · $1.0M emplr
2023$31.5M · 404 accts · $951K emplr
2022$24.5M · 388 accts · $711K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,528
Investment management$62,417
Total administrative$98,945
The Rockwell Architecture, Planning and Design, P.C. 401(k) match · 2024
Employer contribution per active participant$3,637
Median for plans this size$2,416
2024$3,637 per active participant
2023$3,372 per active participant
2022$2,733 per active participant

Rockwell Architecture, Planning and Design, P.C.'s 2024 employer contribution ran above 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$36,528
UBS FINANCIAL SERVICES · Investment advisory (plan)$62,417

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$98,945 · 0.28%
2023$79,281 · 0.28%
2022$68,447 · 0.27%
Same employer
Similar plansProfessional & Technical Services · New York
Welocalize, Inc. NY$39.5M · 0.30%
Fairfield-Maxwell LTD. NY$39.5M · 0.07%
McFarland-Johnson, Inc. NY$38.6M · 0.31%
Desmarais, LLP NY$38.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133217306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.