Plan Ledger DOL Form 5500 · updated monthly

Mound Cotton Wollan & Greengrass LLP401(k)

MOUND COTTON WOLLAN & GREENGRASS LLP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Mound Cotton Wollan & Greengrass LLP reported $7,420 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.008% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 948th-largest of 5,648 plans among New York employers on file, and the 1,834th of 11,654 in professional & technical services. active participation has grown from 146 to 163 since 2022.

Plan summary
Net assets, end of year$79,565,822
Participants with balances217
Active participants163
Employer contributions$0
Employee contributions$1,838,414
Employer contribution per active participant$0
Average account balance$366,663
Benefits paid to participants$3,127,363
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER
Plan history3
Yearassets · accounts · employer contribution
2024$79.6M · 217 accts
2023$68.0M · 194 accts
2022$56.7M · 184 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,819
Investment management$4,601
Total administrative$7,420
The Mound Cotton Wollan & Greengrass LLP 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Mound Cotton Wollan & Greengrass LLP's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$3,167

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$7,420 · 0.01%
2023$5,840 · 0.01%
2022$5,061 · 0.01%
Same employer
Similar plansProfessional & Technical Services · New York
Herrick, Feinstein LLP NY$82.1M · 0.13%
Calspan Corporation NY$80.3M · 0.21%
Mendes & Mount, LLP NY$79.9M · 0.12%
Farrell Fritz, P.C. NY$79.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135339441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.