Plan Ledger DOL Form 5500 · updated monthly

Suzy, Inc.401(k)

SUZY, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Suzy, Inc. reported $89,102 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,766 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 3 years on file its reported administrative ratio has held roughly steady near 0.57%. 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 2,675th-largest of 5,648 plans among New York employers on file, and 5,912th of 11,654 in professional & technical services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has shrunk from 262 to 200 since 2022.

Plan summary
Net assets, end of year$18,036,141
Participants with balances295
Active participants200
Employer contributions$953,264
Employee contributions$2,753,376
Employer contribution per active participant$4,766
Average account balance$61,139
Benefits paid to participants$1,726,693
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 295 accts · $953K emplr
2023$13.4M · 295 accts · $975K emplr
2022$8.1M · 267 accts · $836K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,102
Total administrative$89,102
The Suzy, Inc. 401(k) match · 2024
Employer contribution per active participant$4,766
Median for plans this size$2,416
2024$4,766 per active participant
2023$4,200 per active participant
2022$3,192 per active participant

Suzy, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$130
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$89,102 · 0.57%
2023$62,851 · 0.58%
2022$42,171 · 0.59%
Same employer
Similar plansProfessional & Technical Services · New York
Third Bridge NY$18.4M · 0.83%
Milrose Consultants, LLC NY$17.9M · 0.54%
Juice Pharma Worldwide, LLC NY$17.8M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452873420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.