Plan Ledger DOL Form 5500 · updated monthly

Hawkins, Delafield & Wood, LLP401(k)

HD&W RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Hawkins, Delafield & Wood, LLP reported $144,276 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $13,589 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 rose from 0.13% to 0.14%. 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 754th-largest of 5,648 plans among New York employers on file, and the 1,422nd of 11,654 in professional & technical services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$106,542,111
Participants with balances149
Active participants93
Employer contributions$1,263,754
Employee contributions$1,039,649
Employer contribution per active participant$13,589
Average account balance$715,048
Benefits paid to participants$9,815,551
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.5M · 149 accts · $1.3M emplr
2023$98.5M · 160 accts · $1.4M emplr
2022$92.2M · 158 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,688
Investment management$78,427
Trustee / custodial$18,161
Total administrative$144,276
The Hawkins, Delafield & Wood, LLP 401(k) match · 2024
Employer contribution per active participant$13,589
Median for plans this size$3,635
2024$13,589 per active participant
2023$14,231 per active participant
2022$14,687 per active participant

Hawkins, Delafield & Wood, LLP'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 · 20242
INGHAM & COMPANY · Contract administrator · Investment advisory (plan)$126,115
NATIONAL FINANCIAL SERVICES · Custodial (securities)$18,161

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$144,276 · 0.14%
2023$130,551 · 0.14%
2022$136,978 · 0.13%
Same employer
Similar plansProfessional & Technical Services · New York
Goldberg Segalla LLP NY$112.4M · 0.23%
Allen & Overy LLP NY$111.0M · 0.11%
Roux Associates, Inc. NY$109.6M · 0.01%
C&S Worldwide Holdings, Inc. NY$106.0M · 0.14%
Braze, Inc. NY$104.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135513990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.