Plan Ledger DOL Form 5500 · updated monthly

Brown Brothers Harriman & Co.401(k)

59 WALL STREET CAPITAL ACCUMULATION PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Brown Brothers Harriman & Co. reported $220,446 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,397 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 fell from 0.022% to 0.015%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 83rd-largest of 5,648 plans among New York employers on file, and the 123rd of 4,798 in finance & insurance. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,543,779,284
Participants with balances5,017
Active participants3,303
Employer contributions$40,948,781
Employee contributions$44,136,079
Employer contribution per active participant$12,397
Average account balance$307,710
Benefits paid to participants$107,393,030
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5B · 5,017 accts · $40.9M emplr
2023$1.4B · 5,088 accts · $24.7M emplr
2022$1.1B · 4,827 accts · $25.5M emplr
The Brown Brothers Harriman & Co. 401(k) match · 2024
Employer contribution per active participant$12,397
Median for plans this size$5,259
2024$12,397 per active participant
2023$7,361 per active participant
2022$8,343 per active participant

Brown Brothers Harriman & Co.'s 2024 employer contribution ran above the $5,259 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$212,019

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$220,446 · 0.02%
2023$229,952 · 0.02%
2022$277,628 · 0.02%
Same employer
Similar plansFinance & Insurance · New York
Moodys Corporation NY$2.1B · 0.04%
Paychex Retirement LLC NY$1.8B · 0.98%
Webster Bank, N.A. NY$1.1B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134973745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.