Plan Ledger DOL Form 5500 · updated monthly

Country-Wide Insurance Co.401(k)

COUNTRY-WIDE INSURANCE CO. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Country-Wide Insurance Co. reported $68,460 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.05% to 0.23%. 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 1,868th-largest of 5,648 plans among New York employers on file, and the 2,326th of 4,798 in finance & insurance. active participation has shrunk from 226 to 194 since 2022.

Plan summary
Net assets, end of year$31,933,643
Participants with balances292
Active participants194
Employer contributions$0
Employee contributions$926,598
Employer contribution per active participant$0
Average account balance$109,362
Benefits paid to participants$404,070
Plan auditUnmodified (clean) audit opinion
AuditorREID CPSS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 292 accts
2023$28.1M · 135 accts
2022$24.0M · 307 accts
The Country-Wide Insurance Co. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Country-Wide Insurance Co.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
NATIONWIDE · Investment management$19,820
IRON FIDUCIARY · Investment management$15,275
NATIONWIDE · Investment management$3,171
NATIONWIDE LIFE INSURANCE COMPANY · Investment management$3,055
CETERA ADVISOR NETWORKS LLC · Investment managementindirect comp

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$68,460 · 0.23%
2023$13,210 · 0.05%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · New York
Arc Excess & Surplus, LLC NY$32.6M · 0.34%
Clsa Americas, LLC NY$31.9M · 0.07%
Woori America Bank NY$31.8M · 0.38%
Orange County Bancorp Inc. NY$31.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131999109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.