Plan Ledger DOL Form 5500 · updated monthly

Greenwich Associates LLC401(k)

GREENWICH ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Greenwich Associates LLC reported $34,806 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,142 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 0.043% to 0.037%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 194th-largest of 1,106 plans among Connecticut employers on file, and the 1,543rd of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$98,095,843
Participants with balances339
Active participants157
Employer contributions$807,225
Employee contributions$1,917,035
Employer contribution per active participant$5,142
Average account balance$289,368
Benefits paid to participants$8,941,665
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.1M · 339 accts · $807K emplr
2023$89.9M · 343 accts · $966K emplr
2022$77.9M · 338 accts · $819K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,813
Investment management$2,993
Total administrative$34,806
The Greenwich Associates LLC 401(k) match · 2024
Employer contribution per active participant$5,142
Median for plans this size$3,635
2024$5,142 per active participant
2023$7,154 per active participant
2022$5,609 per active participant

Greenwich Associates LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,813

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$34,806 · 0.04%
2023$37,706 · 0.04%
2022$40,480 · 0.04%
Same employer
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Dynata, LLC CT$114.1M · 0.18%
Cummings & Lockwood LLC CT$107.2M · 0.06%
Rws Life Sciences Inc. CT$104.4M · 0.38%
Withers Bergman LLP CT$100.6M · 0.08%
Envision Pharma, Inc. CT$92.0M · 0.34%
Cyient, Inc. CT$89.5M · 0.25%
Cantor Colburn LLP CT$89.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061090996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.