Plan Ledger DOL Form 5500 · updated monthly

Swbr Architecture, Engineering & Landscape Architecture, D.P.C.401(k)

SWBR ARCHITECTURE, ENGINEERING & LANDSCAPE ARCHITECTURE, D.P.C. 401(K) PROFIT SHARING PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Swbr Architecture, Engineering & Landscape Architecture, D.P.C. reported $21,039 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,812 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 0.08% to 0.09%. 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 2,191st-largest of 5,648 plans among New York employers on file, and the 4,732nd of 11,654 in professional & technical services. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,142,249
Participants with balances139
Active participants127
Employer contributions$484,152
Employee contributions$1,023,338
Employer contribution per active participant$3,812
Average account balance$180,879
Benefits paid to participants$2,316,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 139 accts · $484K emplr
2023$22.1M · 129 accts · $123K emplr
2022$18.7M · 120 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,039
Total administrative$21,039
The Swbr Architecture, Engineering & Landscape Architecture, D.P.C. 401(k) match · 2024
Employer contribution per active participant$3,812
Median for plans this size$2,416
2024$3,812 per active participant
2023$1,022 per active participant
2022$1,016 per active participant

Swbr Architecture, Engineering & Landscape Architecture, D.P.C.'s 2024 employer contribution ran above 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 · 20241
BPAS · Investment advisory (participants) · Recordkeeping$21,039

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

Recordkeeper by year2
2024BPAS
2023BPAS

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

Administrative cost history3
2024$21,039 · 0.09%
2023$17,202 · 0.08%
2022$15,315 · 0.08%
Same employer
Similar plansProfessional & Technical Services · New York
Insero & Co., Cpas, LLP NY$25.6M · 0.48%
Asapp Inc. NY$25.4M · 0.05%
Earned Visibility, Inc. NY$25.2M · 0.65%
Screenvision Direct, Inc. NY$24.9M · 0.21%
Hr&A Advisors, Inc. NY$24.7M · 0.36%
Atsg, Inc NY$24.6M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161016675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.