Leona M. and Harry B. Helmsley Charitable401(k)
THE LEONA M AND HARRY B HELMSLEY CHARITABLE TRUST 401(K) PLAN · NEW YORK, NY · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Leona M. and Harry B. Helmsley Charitable reported $150,331 in plan administrative expenses for 2025: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $26,675 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 3 years on file its reported administrative ratio fell from 0.34% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,259th-largest of 5,648 plans among New York employers on file, and the 1,531st of 4,798 in finance & insurance. In 2025, the employer put in $1.74 for every $1.00 employees contributed themselves; active participation has grown from 102 to 119 since 2022.
Leona M. and Harry B. Helmsley Charitable's 2025 employer contribution ran above the $4,093 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 137184401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.