Plan Ledger DOL Form 5500 · updated monthly

Boston Partners Global Investors, Inc.401(k)

BOSTON PARTNERS RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Boston Partners Global Investors, Inc. reported $61,555 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,164 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 0.04% to 0.05%. 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 602nd-largest of 5,648 plans among New York employers on file, and the 754th of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 150 to 187 since 2022.

Plan summary
Net assets, end of year$144,271,028
Participants with balances270
Active participants187
Employer contributions$1,900,743
Employee contributions$3,641,181
Employer contribution per active participant$10,164
Average account balance$534,337
Benefits paid to participants$4,539,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$144.3M · 270 accts · $1.9M emplr
2023$123.6M · 259 accts · $1.2M emplr
2022$104.3M · 246 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,095
Investment management$5,760
Audit (IQPA)$14,700
Total administrative$61,555
The Boston Partners Global Investors, Inc. 401(k) match · 2024
Employer contribution per active participant$10,164
Median for plans this size$3,635
2024$10,164 per active participant
2023$7,306 per active participant
2022$8,032 per active participant

Boston Partners Global Investors, Inc.'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 · 20243
COHN REZNICK · Accounting / audit$14,700
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,760
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$61,555 · 0.05%
2023$60,140 · 0.05%
2022$39,901 · 0.04%
Same employer
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Marketaxess Corporation NY$149.3M · 0.00%
Oscar Management Corporation NY$145.2M · 0.14%
Allen Operations LLC NY$136.2M · 0.00%
Greystone & Co., Inc. NY$136.0M · 0.04%
Flushing Bank NY$135.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980202744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.