Plan Ledger DOL Form 5500 · updated monthly

Tronconi Segarra & Associates LLP401(k)

TRONCONI SEGARRA & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN · WILLIAMSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Tronconi Segarra & Associates LLP reported $64,316 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,174 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. 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 2,609th-largest of 5,648 plans among New York employers on file, and the 5,772nd of 11,654 in professional & technical services. In 2024, employees put in $7.36 for every $1.00 the employer contributed; active participation has grown from 116 to 130 since 2022.

Plan summary
Net assets, end of year$18,795,030
Participants with balances158
Active participants130
Employer contributions$152,622
Employee contributions$1,123,178
Employer contribution per active participant$1,174
Average account balance$118,956
Benefits paid to participants$1,270,712
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER BARR AND CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 158 accts · $153K emplr
2023$16.7M · 160 accts · $147K emplr
2022$13.8M · 154 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,122
Investment management$34,194
Total administrative$64,316
The Tronconi Segarra & Associates LLP 401(k) match · 2024
Employer contribution per active participant$1,174
Median for plans this size$2,416
2024$1,174 per active participant
2023$1,012 per active participant
2022$1,160 per active participant

Tronconi Segarra & Associates LLP's 2024 employer contribution ran below the $2,416 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 · 20243
WATERFORD ADVISORS · Investment advisory (plan)$34,194
VALIANT RETIRE INC · Contract administrator$6,715

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$64,316 · 0.36%
2023$58,309 · 0.38%
2022$56,651 · 0.38%
Same employer
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Global Strategy Group, LLC NY$19.1M · 0.46%
Delos Living, LLC NY$19.1M · 0.25%
Maesa LLC NY$18.9M · 0.33%
Bst & Co. Cpas, LLP NY$18.8M · 0.40%
Bcc Software, LLC NY$18.5M · 0.01%
The Metro Group, Inc. NY$18.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043728817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.