Plan Ledger DOL Form 5500 · updated monthly

Snowden Capital Advisors LLC401(k)

SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Snowden Capital Advisors LLC reported $68,213 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $8,308 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 0.33% to 0.36%. 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 2,442nd-largest of 5,648 plans among New York employers on file, and 2,953rd of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 131 to 146 since 2022.

Plan summary
Net assets, end of year$21,229,644
Participants with balances160
Active participants146
Employer contributions$1,212,896
Employee contributions$2,323,386
Employer contribution per active participant$8,308
Average account balance$132,685
Benefits paid to participants$1,933,134
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 160 accts · $1.2M emplr
2023$17.0M · 146 accts · $1.1M emplr
2022$11.9M · 129 accts · $942K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,266
Investment management$37,947
Total administrative$68,213
The Snowden Capital Advisors LLC 401(k) match · 2024
Employer contribution per active participant$8,308
Median for plans this size$2,416
2024$8,308 per active participant
2023$7,826 per active participant
2022$7,192 per active participant

Snowden Capital Advisors LLC's 2024 employer contribution ran above the $2,416 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
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$30,266
BRINKER CAPITAL, INC · Investment management$37,947

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history3
2024$68,213 · 0.36%
2023$51,876 · 0.36%
2022$39,733 · 0.33%
Same employer
Similar plansFinance & Insurance · New York
Eurasia Group NY$21.3M · 0.17%
Pathfinder Bank NY$21.2M · 0.30%
Pcsb Bank NY$21.1M · 0.15%
Island Federal Credit Union NY$21.1M · 0.07%
The Berkshire Bank NY$21.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450997570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.