Plan Ledger DOL Form 5500 · updated monthly

Outten & Golden LLP401(k)

OUTTEN & GOLDEN LLP 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2024

Employer contribution per participant · 2024
$9,160

Outten & Golden LLP's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $30,023,143 across 179 participant accounts, with employer contributions averaging $9,160 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.23% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,956th-largest of 5,648 plans among New York employers on file, and the 4,182nd of 11,654 in professional & technical services. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 108 to 130 since 2022.

Plan summary
Net assets, end of year$30,023,143
Participants with balances179
Active participants130
Employer contributions$1,190,742
Employee contributions$1,674,874
Employer contribution per active participant$9,160
Average account balance$167,727
Benefits paid to participants$1,902,949
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 179 accts · $1.2M emplr
2023$25.5M · 185 accts · $1.2M emplr
2022$20.1M · 175 accts · $890K emplr
The Outten & Golden LLP 401(k) match · 2024
Employer contribution per active participant$9,160
Median for plans this size$2,416
2024$9,160 per active participant
2023$10,287 per active participant
2022$8,241 per active participant

Outten & Golden LLP'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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$40,051 · 0.18%
2022$49,943 · 0.23%
Same employer
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D'Arcangelo & Co., LLP NY$30.4M · 0.28%
Unqork Inc. NY$29.7M · 0.25%
Xad, Inc. NY$29.6M · 0.30%
Rnbw Holdings LLC NY$29.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134014306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.