Plan Ledger DOL Form 5500 · updated monthly

Leadership for Educational Equit401(k)

LEADERSHIP FOR EDUCATIONAL EQUIT EQUITY 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

Leadership for Educational Equit reported $32,319 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,254 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,214th of 5,648), and the 1,414th of 3,341 in other services. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 83 to 144 since 2022.

Plan summary
Net assets, end of year$12,883,732
Participants with balances176
Active participants144
Employer contributions$468,594
Employee contributions$859,058
Employer contribution per active participant$3,254
Average account balance$73,203
Benefits paid to participants$1,136,364
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 176 accts · $469K emplr
2023$11.0M · 166 accts · $393K emplr
2022$9.1M · 176 accts · $459K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,236
Investment management$30,083
Total administrative$32,319
The Leadership for Educational Equit 401(k) match · 2024
Employer contribution per active participant$3,254
Median for plans this size$2,416
2024$3,254 per active participant
2023$3,303 per active participant
2022$5,527 per active participant

Leadership for Educational Equit's 2024 employer contribution ran above the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$30,083
ADP, INC. · Loan processing · Recordkeeping$2,235
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,319 · 0.27%
2023$26,741 · 0.27%
2022$29,665 · 0.29%
Similar plansOther Services · New York
Per Scholas Inc NY$13.9M · 0.68%
Make the Road New York NY$12.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208848357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.