Plan Ledger DOL Form 5500 · updated monthly

Samuel a. Ramirez & Co., Inc.401(k)

SAMUEL A RAMIREZ & CO., INC. 401(K) PROFIT SHARING PLAN TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

Samuel a. Ramirez & Co., Inc. reported $105,475 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.28% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,351st-largest of 5,648 plans among New York employers on file, and the 1,640th of 4,798 in finance & insurance. active participation has grown from 161 to 199 since 2022.

Plan summary
Net assets, end of year$50,887,699
Participants with balances164
Active participants199
Employer contributions—
Employee contributions$2,991,518
Employer contribution per active participant—
Average account balance$310,291
Benefits paid to participants$988,380
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.9M · 164 accts
2023$43.0M · 142 accts · $912 emplr
2022$34.3M · 133 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,901
Investment management$49,891
Trustee / custodial$14,683
Total administrative$105,475
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 · 20243
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$40,901
SENTINEL PENSION ADVISORS · Investment advisory (plan)$49,891
MATRIX TRUST COMPANY · Custodial (securities) · Trustee$14,683

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$105,475 · 0.22%
2023$99,375 · 0.26%
2022$86,033 · 0.28%
Same employer
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Nippon Life Group NY$51.4M · 0.19%
Ota Management LLC NY$50.6M · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 132695511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.