Ellevest, Inc.401(k)
FORUS 401(K) · NEW YORK, NY · plan year 2024
Ellevest, Inc. reported $33,423 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. 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 0.49% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (4,159th of 5,648), and 4,323rd of 4,798 in finance & insurance. active participation has shrunk from 111 to 88 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 472458326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.