Plan Ledger DOL Form 5500 · updated monthly

Marshall Wace North America, LP401(k)

MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Marshall Wace North America, LP reported $952 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19,681 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 0.002% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,269th-largest of 5,648 plans among New York employers on file, and the 1,541st of 4,798 in finance & insurance. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 113 to 191 since 2022.

Plan summary
Net assets, end of year$55,976,967
Participants with balances260
Active participants191
Employer contributions$3,759,063
Employee contributions$3,871,697
Employer contribution per active participant$19,681
Average account balance$215,296
Benefits paid to participants$718,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.0M · 260 accts · $3.8M emplr
2023$41.3M · 199 accts · $2.7M emplr
2022$29.2M · 160 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$952
Total administrative$952
The Marshall Wace North America, LP 401(k) match · 2024
Employer contribution per active participant$19,681
Median for plans this size$2,416
2024$19,681 per active participant
2023$16,479 per active participant
2022$18,038 per active participant

Marshall Wace North America, LP's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$952

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$952 · 0.00%
2023$555 · 0.00%
2022$720 · 0.00%
Same employer
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Cifc Asset Management LLC NY$56.8M · 0.01%
Better Holdco, Inc. NY$56.0M · 0.28%
Greenhill & Co., Inc. NY$54.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470943020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.