Plan Ledger DOL Form 5500 · updated monthly

Steven Dubner Landscaping401(k)

STEVEN DUBNER LANDSCAPING 401(K) PROFIT SHARING PLAN & TRUST · WESTBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Steven Dubner Landscaping reported $8,899 in plan administrative expenses for 2024: 0.97% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.46% to 0.97%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (5,313th of 5,648), and 11,215th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,102,562
Participants with balances177
Active participants240
Employer contributions$0
Employee contributions$182,047
Employer contribution per active participant$0
Average account balance$6,229
Benefits paid to participants$29,451
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI ADVISORS & ACCOUNTANTS
Plan history2
Yearassets · accounts · employer contribution
2024$1.1M · 177 accts
2022$871K · 28 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,014
Investment management$2,925
Trustee / custodial$960
Total administrative$8,899
The Steven Dubner Landscaping 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Steven Dubner Landscaping's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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 · 20243
ERISA FIDUCIARY SERVICES INC$1,000

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

Administrative cost history2
2024$8,899 · 0.97%
2022$3,985 · 0.46%
Similar plansProfessional & Technical Services · New York
Sakara Life, Inc. NY$1.1M · 0.71%
Asr International Corp NY$1.1M · 0.17%
Miller & Milone, P.C. NY$783K · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112120751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.