Plan Ledger DOL Form 5500 · updated monthly

Fiera US Holding Inc.401(k)

FIERA CAPITAL 401(K) PLAN · NEW YORK, NY · plan year 2024

Employer contribution per participant · 2024
$8,566

Fiera US Holding Inc.'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 $28,431,769 across 169 participant accounts, with employer contributions averaging $8,566 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.01% to 0.02%. 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 2,031st-largest of 5,648 plans among New York employers on file, and 2,494th of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,431,769
Participants with balances169
Active participants112
Employer contributions$959,415
Employee contributions$1,840,145
Employer contribution per active participant$8,566
Average account balance$168,235
Benefits paid to participants$3,426,423
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 169 accts · $959K emplr
2023$24.5M · 173 accts · $905K emplr
2022$21.2M · 236 accts · $957K emplr
Administrative expenses, itemized · 2024
Investment management$1,128
Total administrative-$1,740
The Fiera US Holding Inc. 401(k) match · 2024
Employer contribution per active participant$8,566
Median for plans this size$2,416
2024$8,566 per active participant
2023$7,544 per active participant
2022$7,906 per active participant

Fiera US Holding 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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$4,201 · 0.02%
2022$3,140 · 0.01%
Similar plansFinance & Insurance · New York
Interaudi Bank NY$29.2M · 0.01%
Sterling & Sterling, LLC NY$28.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463936165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.