Plan Ledger DOL Form 5500 · updated monthly

Walsh Duffield Companies, Inc.401(k)

WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Walsh Duffield Companies, Inc. reported $38,023 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,552 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 finance & insurance employers. By assets it is the 1,805th-largest of 5,648 plans among New York employers on file, and the 2,227th of 4,798 in finance & insurance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,947,510
Participants with balances123
Active participants101
Employer contributions$661,789
Employee contributions$968,419
Employer contribution per active participant$6,552
Average account balance$275,996
Benefits paid to participants$2,840,527
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW KERSHNER LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,023
Total administrative$38,023
The Walsh Duffield Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$6,552
Median for plans this size$2,416

Walsh Duffield Companies, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,325
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$38,023 · 0.12%
Similar plansFinance & Insurance · New York
Five Rings LLC NY$34.0M · 0.18%
Tiger Management L.L.C. NY$33.7M · 0.23%
Otc Markets Group Inc. NY$33.7M · 0.12%
Haylor Freyer & Coon Inc. NY$33.6M · 0.35%
Rhinebeck Bank NY$33.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160413770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.