Plan Ledger DOL Form 5500 · updated monthly

Partnership With Children, Inc.401(k)

PARTNERSHIP WITH CHILDREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Partnership With Children, Inc. reported $24,918 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,006 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 0.46% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (4,534th of 5,648), and 2,354th of 3,341 in other services. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,696,290
Participants with balances140
Active participants111
Employer contributions$222,659
Employee contributions$418,871
Employer contribution per active participant$2,006
Average account balance$33,545
Benefits paid to participants$379,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 140 accts · $223K emplr
2023$3.9M · 152 accts · $198K emplr
2022$3.1M · 156 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,680
Investment management$17,238
Total administrative$24,918
The Partnership With Children, Inc. 401(k) match · 2024
Employer contribution per active participant$2,006
Median for plans this size$1,313
2024$2,006 per active participant
2023$1,751 per active participant
2022$1,415 per active participant

Partnership With Children, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$7,680
RITHOLTZ WEALTH MANAGEMENT LLC · Investment advisory (participants)$17,238

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,918 · 0.58%
2023$19,964 · 0.57%
2022$14,850 · 0.46%
Similar plansOther Services · New York

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Source: U.S. Department of Labor, Form 5500 series, EIN 135596751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.