Plan Ledger DOL Form 5500 · updated monthly

Altman, Greenfield & Selvaggi Partners, LLC401(k)

ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Altman, Greenfield & Selvaggi Partners, LLC reported $4,925 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,440 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 0.19% to 0.03%. 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 2,812th-largest of 5,648 plans among New York employers on file, and 6,261st of 11,654 in professional & technical services. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 105 to 130 since 2022.

Plan summary
Net assets, end of year$16,383,413
Participants with balances166
Active participants130
Employer contributions$447,238
Employee contributions$590,900
Employer contribution per active participant$3,440
Average account balance$98,695
Benefits paid to participants$2,571,623
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 166 accts · $447K emplr
2023$15.8M · 159 accts · $603K emplr
2022$13.0M · 107 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,925
Total administrative$4,925
The Altman, Greenfield & Selvaggi Partners, LLC 401(k) match · 2024
Employer contribution per active participant$3,440
Median for plans this size$2,416
2024$3,440 per active participant
2023$4,750 per active participant
2022$4,418 per active participant

Altman, Greenfield & Selvaggi Partners, LLC'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.

Administrative cost history3
2024$4,925 · 0.03%
2023$10,839 · 0.08%
2022$26,560 · 0.19%
Same employer
Similar plansProfessional & Technical Services · New York
Cgi Communications, Inc. NY$16.4M · 0.42%
Wavestone US Inc. NY$16.3M · 0.52%
Logic Technology, Inc. NY$16.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832715493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.