Plan Ledger DOL Form 5500 · updated monthly

Ogden Cap Properties, LLC401(k)

OGDEN CAP PROPERTIES, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Ogden Cap Properties, LLC reported $78,585 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,433 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 0.224%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,745th-largest of 5,648 plans among New York employers on file, and the 389th of 2,096 in real estate & leasing. In 2024, employees put in $2.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,772,474
Participants with balances272
Active participants223
Employer contributions$765,527
Employee contributions$1,821,003
Employer contribution per active participant$3,433
Average account balance$131,516
Benefits paid to participants$5,704,020
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.8M · 272 accts · $766K emplr
2023$34.5M · 275 accts · $726K emplr
2022$30.5M · 240 accts · $640K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,085
Total administrative$78,585
The Ogden Cap Properties, LLC 401(k) match · 2024
Employer contribution per active participant$3,433
Median for plans this size$2,416
2024$3,433 per active participant
2023$3,226 per active participant
2022$3,120 per active participant

Ogden Cap Properties, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 INVESTMENTS INSTITUTIONAL · Loan processing$36,085

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$78,585 · 0.22%
2023$70,065 · 0.22%
2022$72,008 · 0.22%
Same employer
Similar plansReal Estate & Leasing · New York
Life Storage LP NY$37.6M · 0.53%
Van Wagner Group, LLC NY$37.1M · 0.19%
Mfa Financial, Inc. NY$36.0M · 0.03%
Rent the Runway, Inc. NY$34.8M · 0.18%
Time Equities, Inc. NY$30.7M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 562356978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.