Plan Ledger DOL Form 5500 · updated monthly

The Bronx Defenders403(b)

THE BRONX DEFENDERS 403(B) PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Bronx Defenders reported $22,878 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,577 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 0.07% to 0.10%. 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 2,168th-largest of 5,648 plans among New York employers on file, and the 849th of 3,341 in other services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,579,549
Participants with balances828
Active participants440
Employer contributions$1,134,031
Employee contributions$1,860,822
Employer contribution per active participant$2,577
Average account balance$30,893
Benefits paid to participants$2,006,019
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 828 accts · $1.1M emplr
2023$21.6M · 818 accts · $1.1M emplr
2022$16.8M · 769 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Investment management$22,878
Total administrative$22,878
Employer contributions to the The Bronx Defenders plan · 2024
Employer contribution per active participant$2,577
Median for plans this size$2,416
2024$2,577 per active participant
2023$2,606 per active participant
2022$2,474 per active participant

The Bronx Defenders's 2024 employer contribution ran above 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 · 20246
EMPOWER ADVISORY GROUP, LLC · Investment management$14,422
MORNINGSTAR INC. DBA MORNINGSTAR AS$4,670
MORGAN STANLEY SMITH BARNEYindirect comp
AMERICAN PENSION LLC · Contract administratorindirect comp
MORGAN STANLET INSURANCE SERVICES Iindirect comp

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$22,878 · 0.10%
2023$13,742 · 0.07%
2022$11,735 · 0.07%
Same employer
Similar plansOther Services · New York
Justice Innovation Inc. NY$25.5M · 0.30%
Robin Hood Foundation NY$25.3M · 0.28%
Nyc & Company, Inc. NY$24.5M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133931074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.