Plan Ledger DOL Form 5500 · updated monthly

Sam Schwartz Engineering, Dpc401(k)

SAM SCHWARTZ ENGINEERING, DPC 401(K) · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Sam Schwartz Engineering, Dpc reported $33,315 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,505 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,054th of 5,648), and 6,785th of 11,654 in professional & technical services. In 2022, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,153,996
Participants with balances214
Active participants149
Employer contributions$373,285
Employee contributions$1,204,497
Employer contribution per active participant$2,505
Average account balance$66,140
Benefits paid to participants$2,912,015
Plan auditUnmodified (clean) audit opinion
AuditorANTONIO A. SORIANO
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$14.2M · 214 accts · $373K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$33,315
Total administrative$33,315
The Sam Schwartz Engineering, Dpc 401(k) match · 2022
Employer contribution per active participant$2,505
Median for plans this size$2,266

Sam Schwartz Engineering, Dpc's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$33,315 · 0.20%
Similar plansProfessional & Technical Services · New York
Gympass US, LLC NY$14.5M · 0.04%
Mace North America, LTD NY$14.2M · 0.35%
Catchpoint System, Inc. NY$14.1M · 0.23%
Dstillery, Inc. NY$14.1M · 0.06%
Appellate Advocates NY$14.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461885050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.