Sard Verbinnen & Co., LLC401(k)

Sard Verbinnen & Co., LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $60,156,300 across 229 participant accounts, with employer contributions averaging $6,356 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,198th-largest of 5,648 plans among New York employers on file, and the 2,372nd of 11,654 in professional & technical services. In 2022, employees put in $2.14 for every $1.00 the employer contributed.