Plan Ledger DOL Form 5500 · updated monthly

Robert Walters Associates, Inc401(k)

ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Robert Walters Associates, Inc reported $25,797 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $3,782 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (3,821st of 5,648), and the 1,098th of 2,534 in administrative & support services. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has shrunk from 201 to 113 since 2022.

Plan summary
Net assets, end of year$8,605,786
Participants with balances261
Active participants113
Employer contributions$427,399
Employee contributions$681,442
Employer contribution per active participant$3,782
Average account balance$32,972
Benefits paid to participants$968,783
Plan auditUnmodified (clean) audit opinion
AuditorDINOWITZ & BOVE, CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 261 accts · $427K emplr
2023$7.5M · 280 accts · $464K emplr
2022$5.6M · 319 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,585
Investment management$19,212
Total administrative$25,797
The Robert Walters Associates, Inc 401(k) match · 2024
Employer contribution per active participant$3,782
Median for plans this size$1,313
2024$3,782 per active participant
2023$3,225 per active participant
2022$1,666 per active participant

Robert Walters Associates, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$6,585
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$19,212

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$25,797 · 0.32%
2023$23,210 · 0.36%
2022$19,513 · 0.34%
Similar plansAdministrative & Support Services · New York
Phaxis, LLC NY$9.5M · 0.93%
Janitronics, Inc. NY$9.2M · 0.51%
Jzanus Consulting, Inc. NY$9.2M · 0.46%
Res Servicing Corp NY$7.9M · 0.53%
Winston Resources, LLC NY$7.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710827749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.