Plan Ledger DOL Form 5500 · updated monthly

Odgers Berndtson LLC401(k)

ODGERS BERNDTSON LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Odgers Berndtson LLC reported $32,323 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $3,660 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 has held roughly steady near 0.501%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (4,174th of 5,648), and 1,278th of 2,534 in administrative & support services. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,486,186
Participants with balances120
Active participants71
Employer contributions$259,854
Employee contributions$627,956
Employer contribution per active participant$3,660
Average account balance$54,052
Benefits paid to participants$1,532,611
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.5M · 120 accts · $260K emplr
2022$5.2M · 156 accts · $402K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,632
Investment management$15,691
Total administrative$32,323
The Odgers Berndtson LLC 401(k) match · 2024
Employer contribution per active participant$3,660
Median for plans this size$1,313
2024$3,660 per active participant
2022$3,557 per active participant

Odgers Berndtson LLC's 2024 employer contribution ran above the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTUTIONAL · Loan processing$16,632
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$15,691

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

Administrative cost history2
2024$32,323 · 0.50%
2022$27,368 · 0.50%
Similar plansAdministrative & Support Services · New York
Ntc Marketing, Inc NY$6.7M · 0.56%
Target Temporaries, Inc. NY$6.5M · 0.01%
Geometric Results, Inc. NY$6.3M · 0.20%
Forster & Garbus LLP NY$6.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452063148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.