Plan Ledger DOL Form 5500 · updated monthly

Robert A.M. Stern Architects, LLP401(k)

ROBERT A.M. STERN ARCHITECTS 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Robert A.M. Stern Architects, LLP reported $162,100 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1 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 0.18% to 0.22%. 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 969th-largest of 5,648 plans among New York employers on file, and the 1,879th of 11,654 in professional & technical services. In 2024, employees put in $18397.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,491,767
Participants with balances461
Active participants230
Employer contributions$144
Employee contributions$2,649,217
Employer contribution per active participant$1
Average account balance$168,095
Benefits paid to participants$2,749,129
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN, BLOCK & ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$77.5M · 461 accts · $144 emplr
2023$69.0M · 473 accts
2022$57.7M · 485 accts
The Robert A.M. Stern Architects, LLP 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$3,635

Robert A.M. Stern Architects, 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 · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$37,484
UBS FINANCIAL SERVICES INC.$62,056
ANCHIN, BLOCK & ANCHIN$33,225
VANGUARD ADVISERS INC. · Investment advisory (participants)$24,752
CBIZ BENEFITS & INS SVCS$6,500

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$162,100 · 0.22%
2023$141,991 · 0.22%
2022$116,161 · 0.18%
Same employer
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Farrell Fritz, P.C. NY$79.6M · 0.03%
Active Media Services, Inc. NY$77.2M · 0.28%
Trump Payroll Corp. NY$75.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133471765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.