Plan Ledger DOL Form 5500 · updated monthly

Roux Associates, Inc.401(k)

ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN · ISLANDIA, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Roux Associates, Inc. reported $14,795 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,500 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 0.01%. 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 738th-largest of 5,648 plans among New York employers on file, and the 1,383rd of 11,654 in professional & technical services. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 347 to 440 since 2022.

Plan summary
Net assets, end of year$109,579,313
Participants with balances549
Active participants440
Employer contributions$1,539,995
Employee contributions$5,360,251
Employer contribution per active participant$3,500
Average account balance$199,598
Benefits paid to participants$10,208,972
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI AND CO CPAS P C
Plan history3
Yearassets · accounts · employer contribution
2024$109.6M · 549 accts · $1.5M emplr
2023$92.9M · 509 accts · $1.6M emplr
2022$71.0M · 434 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$29,704
Total administrative$14,795
The Roux Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,500
Median for plans this size$3,635
2024$3,500 per active participant
2023$3,683 per active participant
2022$3,744 per active participant

Roux Associates, 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$29,704
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)indirect comp

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$14,795 · 0.01%
2023$9,641 · 0.01%
2022$2,622 · 0.00%
Same employer
Similar plansProfessional & Technical Services · New York
Geller & Company LLC NY$112.7M · 0.04%
Goldberg Segalla LLP NY$112.4M · 0.23%
Allen & Overy LLP NY$111.0M · 0.11%
C&S Worldwide Holdings, Inc. NY$106.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112579482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.