Plan Ledger DOL Form 5500 · updated monthly

Traub Lieberman Straus & Shrewsberry LLP401(k)

TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP 401(K) RETIREMENT PLAN · HAWTHORNE, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Traub Lieberman Straus & Shrewsberry LLP reported $97,931 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,528 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,605th-largest of 5,648 plans among New York employers on file, and the 3,320th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,699,572
Participants with balances216
Active participants163
Employer contributions$575,103
Employee contributions$1,795,254
Employer contribution per active participant$3,528
Average account balance$183,794
Benefits paid to participants$997,650
Plan auditQualified audit opinion
AuditorMANSPERGER PATTERSON & MCMULLIN, PL
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,931
Total administrative$97,931
The Traub Lieberman Straus & Shrewsberry LLP 401(k) match · 2024
Employer contribution per active participant$3,528
Median for plans this size$2,416

Traub Lieberman Straus & Shrewsberry LLP'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$97,931
GLOBAL RETIREMENT PARTNERS 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 history1
2024$97,931 · 0.26%
Same employer
Similar plansProfessional & Technical Services · New York
Prager Metis Cpas, LLC NY$40.1M · 0.71%
Dataiku Inc. NY$40.1M
Welocalize, Inc. NY$39.5M · 0.30%
Fairfield-Maxwell LTD. NY$39.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223408933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.