Plan Ledger DOL Form 5500 · updated monthly

Btg Pactual Asset Managementus401(k)

BTG PACTUAL 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Btg Pactual Asset Managementus reported $3,700 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,075 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 0.008% to 0.007%. 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 1,219th-largest of 5,648 plans among New York employers on file, and the 1,484th of 4,798 in finance & insurance. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 313 to 477 since 2022.

Plan summary
Net assets, end of year$58,963,655
Participants with balances453
Active participants477
Employer contributions$2,420,620
Employee contributions$5,061,565
Employer contribution per active participant$5,075
Average account balance$130,163
Benefits paid to participants$4,567,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.0M · 453 accts · $2.4M emplr
2023$47.4M · 408 accts · $2.3M emplr
2022$36.2M · 357 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,700
Total administrative$3,700
The Btg Pactual Asset Managementus 401(k) match · 2024
Employer contribution per active participant$5,075
Median for plans this size$3,635
2024$5,075 per active participant
2023$6,673 per active participant
2022$5,255 per active participant

Btg Pactual Asset Managementus's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$3,700
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,700 · 0.01%
2023$3,045 · 0.01%
2022$2,806 · 0.01%
Similar plansFinance & Insurance · New York
Siguler Guff & Company, LP NY$59.0M · 0.06%
Apax Partners US, LLC NY$58.5M · 0.24%
Rosenthal & Rosenthal Inc. NY$57.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800260014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.