Plan Ledger DOL Form 5500 · updated monthly

The Bliss Group Holdings, LLC401(k)

THE BLISS GROUP HOLDINGS, LLC 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

The Bliss Group Holdings, LLC reported $44,861 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,734 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,886th of 5,648), and 8,601st of 11,654 in professional & technical services. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,223,357
Participants with balances127
Active participants91
Employer contributions$248,815
Employee contributions$798,280
Employer contribution per active participant$2,734
Average account balance$64,751
Benefits paid to participants$656,687
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,933
Investment management$22,928
Total administrative$44,861
The The Bliss Group Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,734
Median for plans this size$1,313

The Bliss Group Holdings, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$18,642
EMPOWER ADVISORY GROUP, LLC · Investment management$4,286

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

Administrative cost history1
2024$44,861 · 0.60%
Similar plansProfessional & Technical Services · New York
Big Architecture D.P.C. NY$8.4M · 0.72%
Laforce & Company, LLC NY$8.3M · 0.01%
Tully Rinckey PLLC NY$8.3M · 0.72%
Cellino Law, LLP NY$8.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861373752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.