Plan Ledger DOL Form 5500 · updated monthly

Ascot US Holding Corporation401(k)

ASCOT 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Ascot US Holding Corporation reported $161,077 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,613 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 0.39% to 0.28%. 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 1,107th-largest of 5,648 plans among New York employers on file, and the 1,350th of 4,798 in finance & insurance. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 419 to 530 since 2022.

Plan summary
Net assets, end of year$66,464,947
Participants with balances590
Active participants530
Employer contributions$5,094,935
Employee contributions$7,324,519
Employer contribution per active participant$9,613
Average account balance$112,652
Benefits paid to participants$6,719,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.5M · 590 accts · $5.1M emplr
2023$49.5M · 530 accts · $4.4M emplr
2022$33.5M · 438 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,077
Total administrative$161,077
The Ascot US Holding Corporation 401(k) match · 2024
Employer contribution per active participant$9,613
Median for plans this size$3,635
2024$9,613 per active participant
2023$9,038 per active participant
2022$8,427 per active participant

Ascot US Holding Corporation's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$161,077
ALERA INVESTMENT ADVISORS, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$161,077 · 0.28%
2023$158,129 · 0.38%
2022$125,253 · 0.39%
Same employer
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Ulster Savings Bank NY$64.4M · 0.23%
Bank Hapoalim B.M. NY$64.1M · 0.27%
Blue Owl Capital LP NY$63.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822798478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.