Plan Ledger DOL Form 5500 · updated monthly

Small Girls Pr401(k)

FORUS 401(K) · BROOKLYN, NY · plan year 2023

Reported admin expense ratio · 2023
0.58%

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

Small Girls Pr reported $18,877 in plan administrative expenses for 2023: 0.58% of average plan assets, above the peer median. Employer contributions averaged $3,457 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 1 year on file its reported administrative ratio rose from 0.45% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (4,730th of 5,648), and 10,268th of 11,654 in professional & technical services. In 2023, employees put in $2.34 for every $1.00 the employer contributed; active participation has shrunk from 70 to 62 since 2022.

Plan summary
Net assets, end of year$3,738,234
Participants with balances101
Active participants62
Employer contributions$214,331
Employee contributions$502,313
Employer contribution per active participant$3,457
Average account balance$37,012
Benefits paid to participants$298,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.7M · 101 accts · $214K emplr
2022$2.7M · 135 accts · $360K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,877
Total administrative$18,877
The Small Girls Pr 401(k) match · 2023
Employer contribution per active participant$3,457
Median for plans this size$1,308
2023$3,457 per active participant
2022$5,138 per active participant

Small Girls Pr's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$6,944
FORUSALL, INC. · Contract administrator · Investment advisory (plan)$11,933

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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

Administrative cost history3
2024Not separately reported
2023$18,877 · 0.58%
2022$11,318 · 0.45%
Similar plansProfessional & Technical Services · New York
Charthop, Inc. NY$3.8M · 0.61%
Bpa International, Inc NY$3.8M · 0.52%
Corner Table Restaurants NY$3.7M · 0.41%
Premier Infrastructure NY$3.7M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464237599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.