Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Equity League 401K Plan401(k)

EQUITY LEAGUE 401K PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.35%

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

Board of Trustees of the Equity League 401K Plan reported $2,141,751 in plan administrative expenses for 2025: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $483 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 3 years on file its reported administrative ratio rose from 0.29% to 0.35%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 180th-largest of 5,648 plans among New York employers on file, and the 14th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$652,661,898
Participants with balances24,681
Active participants24,417
Employer contributions$11,802,840
Employee contributions$14,248,780
Employer contribution per active participant$483
Average account balance$26,444
Benefits paid to participants$24,347,857
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$652.7M · 24,681 accts · $11.8M emplr
2024$556.8M · 24,451 accts · $11.6M emplr
2023$488.1M · 23,702 accts · $11.5M emplr
2022$406.6M · 23,388 accts · $10.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,584
Investment management$688,260
Audit (IQPA)$55,000
Total administrative$2,141,751
The Board of Trustees of the Equity League 401K Plan 401(k) match · 2025
Employer contribution per active participant$483
Median for plans this size$4,295
2025$483 per active participant
2024$481 per active participant
2023$493 per active participant
2022$471 per active participant

Board of Trustees of the Equity League 401K Plan's 2025 employer contribution ran below the $4,295 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20258
JOHN HANCOCK RETIREMENT PLAN SVCS · Investment management$625,695
PROSKAUER ROSE LLP · Legal$71,276
SPIVAK LIPTON LLP · Legal$63,122
SEGAL MARCO ADVISORS · Investment advisory (plan)$62,565
SCHULTHEIS & PANETTIERI LLP · Accounting / audit$61,584
TERRY SCHMIDT LLC · Consulting$11,682
THE SEGAL CO (EASTERN STATES) INC · Consulting$8,926
COMPREHENSIVE CONSULTING SOLUTIONS · Consulting$8,350

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

Administrative cost history4
2025$2,141,751 · 0.35%
2024$1,727,223 · 0.33%
2023$1,399,332 · 0.31%
2022$1,273,559 · 0.29%
Similar plansArts, Entertainment & Recreation · New York
Warner Music Group NY$446.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134155733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.