Plan Ledger DOL Form 5500 · updated monthly

Cohen & Steers Capital Management, Inc.401(k)

COHEN & STEERS CAPITAL MANAGEMENT, INC. 401(K) EMPLOYEE SAVINGS & PROFIT SHARING PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Cohen & Steers Capital Management, Inc. reported $51,710 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,829 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 3 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 501st-largest of 5,648 plans among New York employers on file, and the 615th of 4,798 in finance & insurance. In 2025, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$183,606,082
Participants with balances574
Active participants367
Employer contributions$3,240,259
Employee contributions$8,048,031
Employer contribution per active participant$8,829
Average account balance$319,871
Benefits paid to participants$8,414,571
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$183.6M · 574 accts · $3.2M emplr
2024$156.3M · 544 accts · $3.2M emplr
2023$131.2M · 531 accts · $3.1M emplr
2022$103.7M · 500 accts · $2.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$51,710
Total administrative$51,710
The Cohen & Steers Capital Management, Inc. 401(k) match · 2025
Employer contribution per active participant$8,829
Median for plans this size$4,093
2025$8,829 per active participant
2024$8,833 per active participant
2023$8,761 per active participant
2022$7,708 per active participant

Cohen & Steers Capital Management, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$51,710

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

Recordkeeper by year3
2025Charles Schwab
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history4
2025$51,710 · 0.03%
2024$49,938 · 0.03%
2023$47,408 · 0.04%
2022$43,698 · 0.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133353336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.