Plan Ledger DOL Form 5500 · updated monthly

Eisner Advisory Group, LLC401(k)

EISNER ADVISORY GROUP, LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Eisner Advisory Group, LLC reported $366,693 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,736 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 has held roughly steady near 0.058%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 166th-largest of 5,648 plans among New York employers on file, and the 250th of 11,654 in professional & technical services. In 2024, employees put in $7.22 for every $1.00 the employer contributed; active participation has grown from 2,677 to 3,807 since 2022.

Plan summary
Net assets, end of year$699,285,985
Participants with balances4,634
Active participants3,807
Employer contributions$6,607,804
Employee contributions$47,706,318
Employer contribution per active participant$1,736
Average account balance$150,903
Benefits paid to participants$49,305,279
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOT KEARNS & CO. LLC CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$699.3M · 4,634 accts · $6.6M emplr
2023$567.0M · 3,958 accts · $5.6M emplr
2022$420.5M · 3,248 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$278,305
Investment management$88,388
Total administrative$366,693
The Eisner Advisory Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,736
Median for plans this size$4,294
2024$1,736 per active participant
2023$1,743 per active participant
2022$1,373 per active participant

Eisner Advisory Group, LLC's 2024 employer contribution ran below the $4,294 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 · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$366,693

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$366,693 · 0.06%
2023$319,096 · 0.06%
2022$259,630 · 0.06%
Same employer
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Weil, Gotshal & Manges LLP NY$785.9M · 0.00%
Kyndryl, Inc. NY$764.4M · 0.02%
Havas North America, Inc. NY$670.3M · 0.00%
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Griffon Corporation NY$650.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871353108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.