Plan Ledger DOL Form 5500 · updated monthly

Rupp, Pfalzgraf LLC401(k)

RUPP, BAASE, PFALZGRAF, CUNNINGHAM LLC 401(K) PS PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Rupp, Pfalzgraf LLC reported $20,293 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,766 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 0.29% to 0.09%. 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 2,156th-largest of 5,648 plans among New York employers on file, and the 4,637th of 11,654 in professional & technical services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has grown from 96 to 129 since 2022.

Plan summary
Net assets, end of year$25,855,405
Participants with balances181
Active participants129
Employer contributions$1,001,764
Employee contributions$883,903
Employer contribution per active participant$7,766
Average account balance$142,848
Benefits paid to participants$1,567,463
Plan auditUnmodified (clean) audit opinion
AuditorCHIMPOU TRAVIS BESAW KERSHNER,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 181 accts · $1.0M emplr
2023$20.8M · 165 accts · $638K emplr
2022$18.2M · 146 accts · $680K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,293
Total administrative$20,293
The Rupp, Pfalzgraf LLC 401(k) match · 2024
Employer contribution per active participant$7,766
Median for plans this size$2,416
2024$7,766 per active participant
2023$5,964 per active participant
2022$7,087 per active participant

Rupp, Pfalzgraf LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
STERLING INVESTMENT COUNSEL · Investment advisory (plan)$33,619
FIRST GREAT-WEST LIFE & ANNUITY$26,777
CHIAMPOU TRAVIS BESAW & · Accounting / audit$11,111
RIMKUS MARCIANO & ASSOCIATES INC · Contract administrator$8,612
EMPOWER ADVISORY GROUP, LLC · Investment management$2,705
CHARLES SCHWAB, INC · Securities brokerageindirect 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$20,293 · 0.09%
2023$5,639 · 0.03%
2022$56,625 · 0.29%
Similar plansProfessional & Technical Services · New York
MARK43, Inc. NY$26.3M · 0.37%
Intercept Interactive Inc. NY$26.2M · 0.02%
Sourcepass, LLC NY$25.9M · 0.74%
Insero & Co., Cpas, LLP NY$25.6M · 0.48%
Asapp Inc. NY$25.4M · 0.05%
Earned Visibility, Inc. NY$25.2M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161583308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.