Plan Ledger DOL Form 5500 · updated monthly

The Doe Fund, Inc.401(k)

THE DOE FUND, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

The Doe Fund, Inc. reported $89,063 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,530 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 fell from 0.82% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,097th of 5,648), and the 4,717th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,844,613
Participants with balances663
Active participants485
Employer contributions$742,114
Employee contributions$1,246,261
Employer contribution per active participant$1,530
Average account balance$20,882
Benefits paid to participants$1,091,407
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 663 accts · $742K emplr
2023$11.7M · 714 accts · $683K emplr
2022$9.5M · 565 accts · $712K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,932
Investment management$32,131
Total administrative$89,063
The The Doe Fund, Inc. 401(k) match · 2024
Employer contribution per active participant$1,530
Median for plans this size$2,416
2024$1,530 per active participant
2023$1,319 per active participant
2022$1,528 per active participant

The Doe Fund, Inc.'s 2024 employer contribution ran below 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 · 20246
EMPOWER ADVISORY GROUP, LLC · Investment management$32,131
LEAFHOUSE FINANCIAL ADVISORS, LLC$2,450
LPL FINANCIAL LLCindirect comp
MORGAN STANLEY SMITH BARNEY LLCindirect comp
MORGAN STANLEY INSURANCE SERVICES Iindirect 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$89,063 · 0.70%
2023$73,941 · 0.70%
2022$80,533 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · New York
Proud Moments Mso LLC NY$13.9M · 3.46%
Cds Life Transitions NY$13.8M · 0.62%
Transitional Services, Inc. NY$13.8M · 0.03%
Understood for All, Inc. NY$13.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133412540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.