Plan Ledger DOL Form 5500 · updated monthly

Patterson Belknap Webb & Tyler LLP401(k)

401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Patterson Belknap Webb & Tyler LLP reported $14,256 in plan administrative expenses for 2024: 0.02% 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 fell from 0.022% to 0.016%. 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 843rd-largest of 5,648 plans among New York employers on file, and the 1,614th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$93,181,738
Participants with balances193
Active participants144
Employer contributions$0
Employee contributions$2,696,359
Employer contribution per active participant$0
Average account balance$482,807
Benefits paid to participants$8,730,826
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.2M · 193 accts
2023$85.3M · 204 accts · $277 emplr
2022$72.9M · 191 accts
The Patterson Belknap Webb & Tyler LLP 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Patterson Belknap Webb & Tyler 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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$14,534

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$14,256 · 0.02%
2023$14,136 · 0.02%
2022$16,071 · 0.02%
All plans at this employer4
DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLPProfit-sharing plan
401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP401(k)
DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLPProfit-sharing plan
401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 135622951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.