Plan Ledger DOL Form 5500 · updated monthly

Global Infrastructure Management, LLC401(k)

GLOBAL INFRASTRUCTURE MANAGEMENT, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Global Infrastructure Management, LLC reported $238,413 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $23,837 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 fell from 0.29% to 0.27%. 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 809th-largest of 5,648 plans among New York employers on file, and the 1,018th of 4,798 in finance & insurance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 213 to 249 since 2022.

Plan summary
Net assets, end of year$97,998,233
Participants with balances398
Active participants249
Employer contributions$5,935,341
Employee contributions$4,677,764
Employer contribution per active participant$23,837
Average account balance$246,227
Benefits paid to participants$4,561,180
Plan auditUnmodified (clean) audit opinion
AuditorCRAIG, FITZSIMMONS & MEYER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$98.0M · 398 accts · $5.9M emplr
2023$80.9M · 369 accts · $5.6M emplr
2022$63.9M · 296 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,914
Investment management$128,289
Trustee / custodial$34,210
Total administrative$238,413
The Global Infrastructure Management, LLC 401(k) match · 2024
Employer contribution per active participant$23,837
Median for plans this size$3,635
2024$23,837 per active participant
2023$21,758 per active participant
2022$19,614 per active participant

Global Infrastructure Management, 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.

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
RPG CONSULTANTS · Recordkeeping · Pension consulting$75,914
UBS FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$128,289
MATRIX TRUST COMPANY · Custodial · Custodial (securities)$34,210

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

Recordkeeper by year2
2024RPG CONSULTANTS
2023RPG CONSULTANTS

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Administrative cost history3
2024$238,413 · 0.27%
2023$186,686 · 0.26%
2022$189,563 · 0.29%
Same employer
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Fred Alger & Company, LLC NY$108.0M · 0.29%
Dime Community Bank NY$103.8M · 0.17%
Pdt Partners, LLC NY$101.4M · 0.00%
Gic (New York) Inc. NY$97.2M · 0.12%
Aea Investors LP NY$94.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205504170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.