Plan Ledger DOL Form 5500 · updated monthly

Berlinrosen Holdings401(k)

BERLINROSEN HOLDINGS 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Berlinrosen Holdings reported $47,425 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,653 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.

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 1,272nd-largest of 5,648 plans among New York employers on file, and the 2,524th of 11,654 in professional & technical services. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,905,322
Participants with balances838
Active participants582
Employer contributions$4,453,860
Employee contributions$5,152,053
Employer contribution per active participant$7,653
Average account balance$66,713
Benefits paid to participants$3,482,431
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE MORAN,P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,887
Investment management$28,538
Total administrative$47,425
The Berlinrosen Holdings 401(k) match · 2024
Employer contribution per active participant$7,653
Median for plans this size$2,416

Berlinrosen Holdings's 2024 employer contribution ran above the $2,416 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
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$25,333
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,887

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

Administrative cost history1
2024$47,425 · 0.12%
Similar plansProfessional & Technical Services · New York
Mitchell/Martin Inc. NY$56.3M · 0.27%
Sia Partners US, Inc. NY$55.7M · 0.03%
Kitware, Inc. NY$55.4M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 874291223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.