Plan Ledger DOL Form 5500 · updated monthly

Macandrews & Forbes Group, LLC401(k)

MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.30%

Macandrews & Forbes Group, LLC reported $132,302 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. 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 0.18% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,496th-largest of 5,648 plans among New York employers on file, and the 300th of 786 in management of companies. active participation has shrunk from 169 to 120 since 2022.

Plan summary
Net assets, end of year$44,086,893
Participants with balances314
Active participants120
Employer contributions—
Employee contributions$1,062,378
Employer contribution per active participant—
Average account balance$140,404
Benefits paid to participants$7,751,214
Plan auditUnmodified (clean) audit opinion
AuditorMORISON COGEN
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · 314 accts
2023$44.1M · 414 accts
2022$43.2M · 386 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,342
Investment management$89,960
Total administrative$132,302
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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$42,342
UBS FINANCIAL SERVICES INC · Investment management$89,960

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$132,302 · 0.30%
2023$132,253 · 0.30%
2022$94,653 · 0.18%
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Quaker Equities, LTD. NY$40.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132632773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.