Plan Ledger DOL Form 5500 · updated monthly

Allen & Overy LLP401(k)

ALLEN & OVERY 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Allen & Overy LLP reported $117,947 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $15,187 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 1 year on file its reported administrative ratio fell from 0.19% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 723rd-largest of 5,648 plans among New York employers on file, and the 1,368th of 11,654 in professional & technical services. In 2023, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$110,978,940
Participants with balances451
Active participants382
Employer contributions$5,801,461
Employee contributions$4,480,105
Employer contribution per active participant$15,187
Average account balance$246,073
Benefits paid to participants$12,993,174
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER LLP
Plan history2
Yearassets · accounts · employer contribution
2023$111.0M · 451 accts · $5.8M emplr
2022$96.4M · 384 accts · $5.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,671
Investment management$105,276
Total administrative$117,947
The Allen & Overy LLP 401(k) match · 2023
Employer contribution per active participant$15,187
Median for plans this size$3,659
2023$15,187 per active participant
2022$16,962 per active participant

Allen & Overy LLP's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERRILL LYNCH · Investment advisory (participants)$105,276
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,671

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

Administrative cost history2
2023$117,947 · 0.11%
2022$186,227 · 0.19%
All plans at this employer2
ALLEN & OVERY 401(K) PROFIT SHARING PLAN401(k)
ALLEN & OVERY ASSOCIATES 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · New York
Cls Bank International NY$113.7M · 0.08%
Geller & Company LLC NY$112.7M · 0.04%
Goldberg Segalla LLP NY$112.4M · 0.23%
Roux Associates, Inc. NY$109.6M · 0.01%
C&S Worldwide Holdings, Inc. NY$106.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133302093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.