Plan Ledger DOL Form 5500 · updated monthly

Sayres and Associates LLC401(k)

SAYRES AND ASSOCIATES LLC 401K RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Sayres and Associates LLC reported $4,048 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,758 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 0.01% to 0.02%. 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 308th-largest of 618 plans among District of Columbia employers on file, and the 5,051st of 11,654 in professional & technical services. In 2024, employees put in $4.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,044,051
Participants with balances354
Active participants240
Employer contributions$421,917
Employee contributions$2,085,442
Employer contribution per active participant$1,758
Average account balance$65,096
Benefits paid to participants$2,834,478
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 354 accts · $422K emplr
2023$20.3M · 349 accts · $349K emplr
2022$17.8M · 320 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,048
Total administrative$4,048
The Sayres and Associates LLC 401(k) match · 2024
Employer contribution per active participant$1,758
Median for plans this size$2,416
2024$1,758 per active participant
2023$1,615 per active participant
2022$1,037 per active participant

Sayres and Associates LLC's 2024 employer contribution ran below 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,648
THE BALDWIN GR WEALTH ADVS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$4,048 · 0.02%
2023$3,955 · 0.02%
2022$2,930 · 0.01%
Same employer
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Kids in Need of Defensekind DC$22.4M · 0.26%
Edgeworth Economics DC$22.4M · 0.37%
Herren Associates, Inc. DC$22.2M · 0.22%
Treliant, LLC DC$21.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522309489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.