Plan Ledger DOL Form 5500 · updated monthly

Allen Operations LLC401(k)

THE ALLEN & COMPANY 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Allen Operations LLC reported $1,389 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,221 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 0.001% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 627th-largest of 5,648 plans among New York employers on file, and the 789th of 4,798 in finance & insurance. In 2024, employees put in $5.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$136,216,779
Participants with balances336
Active participants202
Employer contributions$650,544
Employee contributions$3,370,714
Employer contribution per active participant$3,221
Average account balance$405,407
Benefits paid to participants$3,729,753
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.2M · 336 accts · $651K emplr
2023$99.7M · 334 accts · $635K emplr
2022$85.1M · 334 accts · $679K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,389
Total administrative$1,389
The Allen Operations LLC 401(k) match · 2024
Employer contribution per active participant$3,221
Median for plans this size$3,635
2024$3,221 per active participant
2023$2,926 per active participant
2022$3,280 per active participant

Allen Operations LLC's 2024 employer contribution ran below the $3,635 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 · 20241
T ROWE PRICE RPS INC · Recordkeeping · Trustee$1,389

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,389 · 0.00%
2023$808 · 0.00%
2022$1,195 · 0.00%
Same employer
Similar plansFinance & Insurance · New York
Oscar Management Corporation NY$145.2M · 0.14%
Greystone & Co., Inc. NY$136.0M · 0.04%
Flushing Bank NY$135.6M · 0.09%
Soros Fund Management LLC NY$133.1M · 0.04%
Ridgewood Savings Bank NY$132.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134195373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.