Plan Ledger DOL Form 5500 · updated monthly

Dexia Holdings, Inc.401(k)

DEXIA CREDIT LOCAL, NEW YORK BRANCH 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Dexia Holdings, Inc. reported $73,980 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $20,217 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 2 years on file its reported administrative ratio rose from 0.00% to 0.16%. 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 1,402nd-largest of 5,648 plans among New York employers on file, and the 1,729th of 4,798 in finance & insurance. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$47,964,966
Participants with balances100
Active participants11
Employer contributions$222,384
Employee contributions$221,838
Employer contribution per active participant$20,217
Average account balance$479,650
Benefits paid to participants$4,728,939
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$48.0M · 100 accts · $222K emplr
2023$46.1M · 106 accts · $234K emplr
2022$42.3M · 117 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,980
Total administrative$73,980
The Dexia Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$20,217
Median for plans this size$2,416
2024$20,217 per active participant
2023$21,258 per active participant
2022$20,054 per active participant

Dexia Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
DEXIA HOLDINGS INC$77,255
PLANNED RETIREMENT CONSULTANTS · Contract administrator$1,250
CAPITAL GROUP RETIREMENT PLAN SERVI$675

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$73,980 · 0.16%
2023$36,429 · 0.08%
2022$1,938 · 0.00%
Similar plansFinance & Insurance · New York
Traxys North America LLC NY$48.3M · 0.26%
Marex North America LLC NY$48.2M · 0.00%
M&T Bank Corporation NY$46.6M · 0.02%
Evo Merchant Services, LLC NY$45.8M · 0.49%
Amalgamated Bank NY$45.4M · 0.09%
Clear Street Management LLC NY$45.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134124806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.