Plan Ledger DOL Form 5500 · updated monthly

Horton Lees Brogden Lighting Design Inc.401(k)

HORTON LEES BROGDEN LIGHTING DESIGN INC. 401K SAVINGS PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.54%

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

Horton Lees Brogden Lighting Design Inc. reported $83,568 in plan administrative expenses for 2025: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,591 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 0.47% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,704th-largest of 5,648 plans among New York employers on file, and 5,983rd of 11,654 in professional & technical services. In 2025, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 109 to 138 since 2023.

Plan summary
Net assets, end of year$17,700,293
Participants with balances171
Active participants138
Employer contributions$495,579
Employee contributions$1,219,998
Employer contribution per active participant$3,591
Average account balance$103,510
Benefits paid to participants$804,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$17.7M · 171 accts · $496K emplr
2024$13.5M · 153 accts · $421K emplr
2023$11.2M · 137 accts · $355K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$29,758
Investment management$53,810
Total administrative$83,568
The Horton Lees Brogden Lighting Design Inc. 401(k) match · 2025
Employer contribution per active participant$3,591
Median for plans this size$2,666
2025$3,591 per active participant
2024$3,538 per active participant
2023$3,260 per active participant

Horton Lees Brogden Lighting Design Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
J.P. MORGAN SECURITIES LLC · Investment advisory (plan)$53,810
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$28,483
CONCIERGE RETIREMENT SERVICES · Contract administrator · Other services$1,275
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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
2025$83,568 · 0.54%
2024$48,761 · 0.40%
2023$45,863 · 0.47%
Same employer
Similar plansProfessional & Technical Services · New York
Juice Pharma Worldwide, LLC NY$17.8M · 0.46%
Diller Scofidio Renfro, LLC NY$17.8M · 0.01%
Htx Holdings, LLC NY$17.6M · 0.09%
Mother Industries, LLC. NY$17.4M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132671278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.