Plan Ledger DOL Form 5500 · updated monthly

Anchin, Block & Anchin LLP401(k)

THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Anchin, Block & Anchin LLP reported $160,437 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $333 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 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 694th-largest of 5,648 plans among New York employers on file, and the 1,299th of 11,654 in professional & technical services. In 2024, employees put in $37.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,926,897
Participants with balances571
Active participants451
Employer contributions$150,382
Employee contributions$5,585,203
Employer contribution per active participant$333
Average account balance$206,527
Benefits paid to participants$6,217,096
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER COHN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$117.9M · 571 accts · $150K emplr
2023$101.2M · 560 accts · $139K emplr
2022$81.6M · 526 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,969
Investment management$22,500
Audit (IQPA)$33,700
Trustee / custodial$21,218
Total administrative$160,437
The Anchin, Block & Anchin LLP 401(k) match · 2024
Employer contribution per active participant$333
Median for plans this size$3,635
2024$333 per active participant
2023$301 per active participant
2022$293 per active participant

Anchin, Block & Anchin LLP's 2024 employer contribution ran below the $3,635 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 · 20244
SENTINEL BENEFITS GROUP LLC · Recordkeeping · Pension consulting$81,969
SNYDER COHN, PC · Accounting / audit$33,700
USI ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$22,500
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)$22,268

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$160,437 · 0.15%
2023$125,693 · 0.14%
2022$137,486 · 0.16%
Same employer
Similar plansProfessional & Technical Services · New York
Finn Partners, Inc. NY$115.4M · 0.11%
Par Technology Corporation NY$114.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130436940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.