Plan Ledger DOL Form 5500 · updated monthly

Curtis, Mallet-Prevost, Colt & Mosle LLPMoney purchase plan

RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Curtis, Mallet-Prevost, Colt & Mosle LLP reported $118,154 in plan administrative expenses for 2022: 0.09% of average plan assets, below the peer median. Employer contributions averaged $29,575 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 0.09% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 721st-largest of 5,648 plans among New York employers on file, and the 1,359th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$111,493,411
Participants with balances103
Active participants56
Employer contributions$1,656,183
Employee contributions—
Employer contribution per active participant$29,575
Average account balance$1,082,460
Benefits paid to participants$4,730,558
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$110.1M · 98 accts · $1.8M emplr
2022$111.5M · 103 accts · $1.7M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$80,654
Investment management$37,500
Total administrative$118,154
Employer contributions to the Curtis, Mallet-Prevost, Colt & Mosle LLP plan · 2022
Employer contribution per active participant$29,575
Median for plans this size$3,449
2023$31,509 per active participant
2022$29,575 per active participant

Curtis, Mallet-Prevost, Colt & Mosle LLP's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024CAP TRUST, Fidelity, SENTINEL PENSION ADVISORS, Sentinel Group
2023CAP TRUST, Fidelity, RELIANCE TRUST, SENTINEL PENSION ADVISORS, Sentinel Group, WIPFLI & ASSOCIATES

This plan has changed recordkeepers within these filings. If you left Curtis, Mallet-Prevost, Colt & Mosle LLP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2023$169,211 · 0.15%
2022$118,154 · 0.09%
All plans at this employer2
RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLPMoney purchase plan
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP 401(K) PLAN FOR ASSOCIATES, STAFF AND PARTNERS401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 135018900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.