Plan Ledger DOL Form 5500 · updated monthly

Angelo, Gordon & Co., LP401(k)

AG SAVINGS & INVESTMENT PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Angelo, Gordon & Co., LP reported $40,946 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,788 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 has held roughly steady near 0.022%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 462nd-largest of 5,648 plans among New York employers on file, and the 576th of 4,798 in finance & insurance. In 2023, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$204,387,224
Participants with balances764
Active participants568
Employer contributions$6,695,350
Employee contributions$11,997,609
Employer contribution per active participant$11,788
Average account balance$267,523
Benefits paid to participants$10,613,530
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $10.6M emplr
2023$204.4M · 764 accts · $6.7M emplr
2022$161.2M · 713 accts · $5.7M emplr
The Angelo, Gordon & Co., LP 401(k) match · 2023
Employer contribution per active participant$11,788
Median for plans this size$3,659
2023$11,788 per active participant
2022$10,029 per active participant

Angelo, Gordon & Co., LP'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,420
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,421

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

Administrative cost history3
2024Not separately reported
2023$40,946 · 0.02%
2022$39,680 · 0.02%
Same employer
Similar plansFinance & Insurance · New York
Moore Capital Management, LP NY$209.4M · 0.01%
Instinet Incorporated NY$200.1M · 0.10%
Hudson River Trading LLC NY$190.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133478879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.