Coatue Management, LLC401(k)
COATUE MANAGEMENT, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024
Coatue Management, LLC reported $99,165 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. 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 0.34% to 0.32%. 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 1,794th-largest of 5,648 plans among New York employers on file, and the 2,215th of 4,798 in finance & insurance. active participation has grown from 169 to 186 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 134078032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.