Plan Ledger DOL Form 5500 · updated monthly

Sinatra Management LLC401(k)

SINATRA MANAGEMENT LLC 401(K) PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
1.35%

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

Sinatra Management LLC reported $29,922 in plan administrative expenses for 2024: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,748 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (5,005th of 5,648), and 1,776th of 2,096 in real estate & leasing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,572,784
Participants with balances133
Active participants100
Employer contributions$174,765
Employee contributions$391,607
Employer contribution per active participant$1,748
Average account balance$19,344
Benefits paid to participants$225,744
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,830
Investment management$5,092
Total administrative$29,922
The Sinatra Management LLC 401(k) match · 2024
Employer contribution per active participant$1,748
Median for plans this size$1,313

Sinatra Management LLC's 2024 employer contribution ran above the $1,313 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$24,830
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$5,092
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history1
2024$29,922 · 1.35%
Similar plansReal Estate & Leasing · New York
Compstak, Inc NY$3.4M · 0.47%
Vici Properties L.P. NY$3.3M · 0.71%
Neuehouse Management, LLC NY$2.5M · 1.64%
Shinda Management Corp NY$2.5M · 0.62%
Elh Mgmt LLC NY$2.4M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 992667556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.