Plan Ledger DOL Form 5500 · updated monthly

Clarion Partners, LLC401(k)

CLARION PARTNERS, LLC 401K PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Clarion Partners, LLC reported $131,926 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $14,492 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 0.078% to 0.083%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 550th-largest of 5,648 plans among New York employers on file, and the 72nd of 2,096 in real estate & leasing. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$166,753,837
Participants with balances499
Active participants320
Employer contributions$4,637,404
Employee contributions$5,180,000
Employer contribution per active participant$14,492
Average account balance$334,176
Benefits paid to participants$17,729,209
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$166.8M · 499 accts · $4.6M emplr
2023$149.4M · 506 accts · $4.3M emplr
2022$122.5M · 511 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,306
Investment management$17,470
Total administrative$131,926
The Clarion Partners, LLC 401(k) match · 2024
Employer contribution per active participant$14,492
Median for plans this size$3,635
2024$14,492 per active participant
2023$12,665 per active participant
2022$11,582 per active participant

Clarion Partners, LLC'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
COHNREZNICK LLP · Accounting / audit$38,825
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$17,454

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$131,926 · 0.08%
2023$107,761 · 0.08%
2022$110,529 · 0.08%
Same employer
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Kimco Realty Corporation NY$266.7M · 0.02%
Pentegra Services, Inc. NY$192.1M · 0.76%
Compass, Inc. NY$172.2M · 0.18%
Wework Management LLC NY$161.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133379970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.