Plan Ledger DOL Form 5500 · updated monthly

The Association of the Bar of the City of New York403(b)

ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Association of the Bar of the City of New York reported $60,710 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,162 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 3 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,003rd-largest of 5,648 plans among New York employers on file, and the 750th of 3,341 in other services. In 2024, employees put in $3.92 for every $1.00 the employer contributed; active participation has grown from 108 to 128 since 2022.

Plan summary
Net assets, end of year$28,984,747
Participants with balances216
Active participants128
Employer contributions$276,698
Employee contributions$1,084,281
Employer contribution per active participant$2,162
Average account balance$134,189
Benefits paid to participants$734,410
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 216 accts · $277K emplr
2023$25.0M · 213 accts · $266K emplr
2022$21.0M · 205 accts · $244K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,710
Total administrative$60,710
The The Association of the Bar of the City of New York 401(k) match · 2024
Employer contribution per active participant$2,162
Median for plans this size$2,416
2024$2,162 per active participant
2023$2,143 per active participant
2022$2,262 per active participant

The Association of the Bar of the City of New York's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CETERA ADVISORS · Investment advisory (plan)$35,209
TIAA$25,725

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

Administrative cost history3
2024$60,710 · 0.22%
2023$50,448 · 0.22%
2022$53,625 · 0.23%
Similar plansOther Services · New York
Armada Parent, Inc NY$28.9M · 0.53%
Fos Feminista NY$27.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130453095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.