Plan Ledger DOL Form 5500 · updated monthly

Select Equity Group, L.P.401(k)

SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Select Equity Group, L.P. reported $131,110 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $17,745 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 0.01% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 562nd-largest of 5,648 plans among New York employers on file, and the 691st of 4,798 in finance & insurance. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$163,530,122
Participants with balances255
Active participants191
Employer contributions$3,389,224
Employee contributions$3,927,512
Employer contribution per active participant$17,745
Average account balance$641,295
Benefits paid to participants$5,975,241
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$163.5M · 255 accts · $3.4M emplr
2023$144.3M · 254 accts · $1.9M emplr
2022$122.1M · 247 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,110
Total administrative$131,110
The Select Equity Group, L.P. 401(k) match · 2024
Employer contribution per active participant$17,745
Median for plans this size$3,635
2024$17,745 per active participant
2023$9,578 per active participant
2022$22,900 per active participant

Select Equity Group, L.P.'s 2024 employer contribution ran above the $3,635 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 · 20241
SENTINEL BENEFITS & FINANCIAL GROUP · Recordkeeping$133,440

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$131,110 · 0.09%
2023$99,251 · 0.07%
2022$19,472 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 463465710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.