Plan Ledger DOL Form 5500 · updated monthly

Brevan Howard Inc.401(k)

BREVAN HOWARD 401K PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Brevan Howard Inc. reported $100,292 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $17,381 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 1 year on file its reported administrative ratio rose from 0.25% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,511th-largest of 5,648 plans among New York employers on file, and the 1,847th of 4,798 in finance & insurance. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,542,775
Participants with balances458
Active participants322
Employer contributions$5,596,534
Employee contributions$5,846,483
Employer contribution per active participant$17,381
Average account balance$95,072
Benefits paid to participants$3,896,753
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BELTZER, PPLC
Plan history2
Yearassets · accounts · employer contribution
2024$43.5M · 458 accts · $5.6M emplr
2023$30.6M · 426 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,110
Investment management$65,182
Total administrative$100,292
The Brevan Howard Inc. 401(k) match · 2024
Employer contribution per active participant$17,381
Median for plans this size$2,416
2024$17,381 per active participant
2023$10,023 per active participant

Brevan Howard Inc.'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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,646
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$27,352
MAYFLOWER FINANCIAL ADVISORS LLC · Investment advisory (plan)$25,860
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,970

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

Administrative cost history2
2024$100,292 · 0.27%
2023$57,106 · 0.25%
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Source: U.S. Department of Labor, Form 5500 series, EIN 113733651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.