Plan Ledger DOL Form 5500 · updated monthly

Deer Management Co. LLC401(k)

THE DEER MANAGEMENT CO. LLC PROFIT SHARING PLAN · LARCHMONT, NY · plan year 2024

Employer contribution per participant · 2024
$14,417

Deer Management Co. LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $92,239,190 across 226 participant accounts, with employer contributions averaging $14,417 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 848th-largest of 5,648 plans among New York employers on file, and the 1,063rd of 4,798 in finance & insurance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 142 to 182 since 2022.

Plan summary
Net assets, end of year$92,239,190
Participants with balances226
Active participants182
Employer contributions$2,623,907
Employee contributions$2,171,564
Employer contribution per active participant$14,417
Average account balance$408,138
Benefits paid to participants$1,622,702
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$92.2M · 226 accts · $2.6M emplr
2023$65.9M · 189 accts · $2.4M emplr
2022$47.5M · 179 accts · $2.1M emplr
The Deer Management Co. LLC 401(k) match · 2024
Employer contribution per active participant$14,417
Median for plans this size$3,635
2024$14,417 per active participant
2023$16,253 per active participant
2022$14,617 per active participant

Deer Management Co. 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.

Service providers · 20241

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

Administrative cost history3
2024Not separately reported
2023$25 · 0.00%
2022$25 · 0.00%
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Gic (New York) Inc. NY$97.2M · 0.12%
Aea Investors LP NY$94.6M · 0.18%
First Manhattan Co. NY$91.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061636283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.