Plan Ledger DOL Form 5500 · updated monthly

Mary Ann Liebert, Inc.401(k)

MARY ANN LIEBERT, INC. 401(K) PLAN · NEW ROCHELLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Mary Ann Liebert, Inc. reported $54,406 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,354 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 0.26% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,636th-largest of 5,648 plans among New York employers on file, and the 2,036th of 4,246 in wholesale trade. In 2024, employees put in $2.70 for every $1.00 the employer contributed; active participation has shrunk from 132 to 103 since 2022.

Plan summary
Net assets, end of year$18,378,089
Participants with balances133
Active participants103
Employer contributions$448,446
Employee contributions$1,211,861
Employer contribution per active participant$4,354
Average account balance$138,181
Benefits paid to participants$1,820,367
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 133 accts · $448K emplr
2023$16.6M · 141 accts · $433K emplr
2022$14.0M · 160 accts · $419K emplr
The Mary Ann Liebert, Inc. 401(k) match · 2024
Employer contribution per active participant$4,354
Median for plans this size$2,416
2024$4,354 per active participant
2023$3,072 per active participant
2022$3,176 per active participant

Mary Ann Liebert, Inc.'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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$48,798
THE ANGELL PENSION GROUP INC · Contract administrator$2,800

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

Administrative cost history3
2024$54,406 · 0.31%
2023$45,172 · 0.30%
2022$40,527 · 0.26%
Similar plansWholesale Trade · New York
Supplyhouse LLC NY$19.0M · 0.29%
Lacoste USA, Inc. NY$18.6M · 0.09%
Tracey Road Equipment, Inc. NY$18.5M · 0.63%
Universal Photonics Inc NY$18.5M · 0.30%
Kee Safety, Inc. NY$18.3M · 0.30%
Rndc New York, LLC NY$18.2M · 0.22%
L & R Distributors, Inc. NY$18.1M · 1.13%
Qosina Corp. NY$17.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133025783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.