Plan Ledger DOL Form 5500 · updated monthly

Team Tag Services, LLC401(k)

TAG THE ASPEN GROUP 401(K) PLAN · EAST SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Team Tag Services, LLC reported $906,787 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,424 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 fell from 0.20% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 195th-largest of 5,648 plans among New York employers on file, and the 290th of 11,911 in health care & social assistance. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$596,905,952
Participants with balances11,636
Active participants20,823
Employer contributions$29,645,059
Employee contributions$71,508,113
Employer contribution per active participant$1,424
Average account balance$51,298
Benefits paid to participants$50,134,506
Plan auditUnmodified (clean) audit opinion
AuditorFIRLEY,MORAN,FREER & EASSA CPA, PC
Plan history2
Yearassets · accounts · employer contribution
2024$596.9M · 11,636 accts · $29.6M emplr
2023$466.3M · 10,864 accts · $25.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$542,041
Investment management$82,531
Total administrative$906,787
The Team Tag Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,424
Median for plans this size$4,294
2024$1,424 per active participant
2023$1,226 per active participant

Team Tag Services, LLC's 2024 employer contribution ran below the $4,294 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$542,041
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$81,081

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history2
2024$906,787 · 0.17%
2023$801,981 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · New York
Kaleida Health NY$723.5M · 0.05%
Nysarc, Inc. NY$647.6M · 0.12%
Albany Med Health System NY$599.4M · 0.14%
New York Blood Center NY$505.2M · 0.11%
United Health Services, Inc. NY$391.3M · 0.27%
Medisys Health Network, Inc. NY$386.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881639559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.