Plan Ledger DOL Form 5500 · updated monthly

Bernstein Litowitz Berger & Grossmann LLP401(k)

BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Bernstein Litowitz Berger & Grossmann LLP reported $142,241 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $34 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 rose from 0.01% to 0.45%. 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 1,774th-largest of 5,648 plans among New York employers on file, and the 3,730th of 11,654 in professional & technical services. In 2024, employees put in $393.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,572,744
Participants with balances251
Active participants181
Employer contributions$6,208
Employee contributions$2,442,552
Employer contribution per active participant$34
Average account balance$137,740
Benefits paid to participants$1,367,051
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN BLOCK AND ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.6M · 251 accts · $6K emplr
2023$29.2M · 276 accts
2022$24.1M · 201 accts · $4K emplr
The Bernstein Litowitz Berger & Grossmann LLP 401(k) match · 2024
Employer contribution per active participant$34
Median for plans this size$2,416
2024$34 per active participant
2022$24 per active participant

Bernstein Litowitz Berger & Grossmann LLP's 2024 employer contribution ran below the $2,416 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 · 20243
ALLIANCE BERNSTEIN LP · Investment advisory (plan)$101,996
ASSOCIATED PENSION CONSULTANTD, INC · Contract administrator$3,780

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$142,241 · 0.45%
2023$48,497 · 0.18%
2022$1,851 · 0.01%
All plans at this employer2
BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP 401(K) PLAN401(k)
BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansProfessional & Technical Services · New York
Hlw International, LLP NY$35.3M · 0.27%
Optimax Systems, Inc. NY$34.7M · 0.03%
Robert Derector Pe PC NY$34.4M · 0.06%
Cedar Cares, Inc. NY$34.0M · 0.07%
Guidepoint Global, LLC NY$33.8M · 0.42%
Efpr Group LLP NY$33.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133165559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.