Plan Ledger DOL Form 5500 · updated monthly

Sculptor Capital401(k)

SCULPTOR CAPITAL 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Sculptor Capital reported $69,881 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,190 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 1 year on file its reported administrative ratio rose from 0.02% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 743rd-largest of 5,648 plans among New York employers on file, and the 941st of 4,798 in finance & insurance. In 2023, employees put in $7.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,870,934
Participants with balances532
Active participants276
Employer contributions$604,507
Employee contributions$4,602,742
Employer contribution per active participant$2,190
Average account balance$204,645
Benefits paid to participants$11,067,216
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $557K emplr
2023$108.9M · 532 accts · $605K emplr
2022$92.3M · 568 accts · $535K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$57,018
Investment management$12,863
Total administrative$69,881
The Sculptor Capital 401(k) match · 2023
Employer contribution per active participant$2,190
Median for plans this size$3,659
2023$2,190 per active participant
2022$1,847 per active participant

Sculptor Capital's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,195
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,863

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

Administrative cost history3
2024Not separately reported
2023$69,881 · 0.07%
2022$24,642 · 0.02%
Same employer
Similar plansFinance & Insurance · New York
Fmc Group Holdings LP NY$110.8M · 0.01%
Canaccord Genuity LLC NY$110.5M · 0.07%
Fred Alger & Company, LLC NY$108.0M · 0.29%
Dime Community Bank NY$103.8M · 0.17%
Pdt Partners, LLC NY$101.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133980578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.