Plan Ledger DOL Form 5500 · updated monthly

Pkfod Management Company LLC401(k)

PKF O'CONNOR DAVIES 401(K) SAVINGS & RETIREMENT PLAN · HARRISON, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Pkfod Management Company LLC reported $697,561 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,605 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 316th-largest of 5,648 plans among New York employers on file, and the 508th of 11,654 in professional & technical services. In 2024, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$335,601,731
Participants with balances1,778
Active participants1,922
Employer contributions$6,929,645
Employee contributions$18,357,173
Employer contribution per active participant$3,605
Average account balance$188,752
Benefits paid to participants$14,360,760
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$697,561
Total administrative$697,561
The Pkfod Management Company LLC 401(k) match · 2024
Employer contribution per active participant$3,605
Median for plans this size$4,294

Pkfod Management Company LLC's 2024 employer contribution ran below the $4,294 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$309,346
COMPASS 360, LLC · Recordkeeping · Loan processing$111,675
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$28,646
UBS FINANCIAL SERVICES · Investment advisory (plan)$210,269
FORVISMAZARS · Accounting / audit$19,425
MAZARS USA LLP · Accounting / audit$18,200

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

Administrative cost history1
2024$697,561 · 0.23%
Same employer
Similar plansProfessional & Technical Services · New York
Cravath, Swaine & Moore LLP NY$375.7M · 0.04%
Outfront Media LLC NY$364.3M · 0.13%
Asahi Kasei America, Inc. NY$293.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883930271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.