Plan Ledger DOL Form 5500 · updated monthly

Phaidon International (U.S.) Inc.401(k)

PHAIDON INTERNATIONAL 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
1.52%

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

Phaidon International (U.S.) Inc. reported $150,653 in plan administrative expenses for 2025: 1.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $351 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 4 years on file its reported administrative ratio has held roughly steady near 1.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (3,379th of 5,648), and the 920th of 2,534 in administrative & support services. In 2025, employees put in $10.59 for every $1.00 the employer contributed; active participation has grown from 575 to 641 since 2022.

Plan summary
Net assets, end of year$11,618,899
Participants with balances506
Active participants641
Employer contributions$224,894
Employee contributions$2,381,008
Employer contribution per active participant$351
Average account balance$22,962
Benefits paid to participants$783,153
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.6M · 506 accts · $225K emplr
2024$8.2M · 434 accts · $187K emplr
2023$5.9M · 409 accts · $182K emplr
2022$3.3M · 317 accts · $112K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$150,653
Total administrative$150,653
The Phaidon International (U.S.) Inc. 401(k) match · 2025
Employer contribution per active participant$351
Median for plans this size$1,464
2025$351 per active participant
2024$296 per active participant
2023$256 per active participant
2022$195 per active participant

Phaidon International (U.S.) Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$146,272
ASSOCIATED PENSION CONSULTANTS · Contract administrator · Other services$4,380
JANNEY MONTGOMERY SCOTT LLC · Other servicesindirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$150,653 · 1.52%
2024$118,671 · 1.69%
2023$75,530 · 1.65%
2022$44,621 · 1.56%
Same employer
Similar plansAdministrative & Support Services · New York
The I Grace Company, Inc. NY$12.2M · 0.47%
Todaytix, Inc. NY$12.2M · 0.44%
Tempositions, Inc. NY$11.5M · 0.24%
Nomad Health, Inc. NY$10.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990381737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.