Plan Ledger DOL Form 5500 · updated monthly

The Segal Group, Inc.401(k)

THE SEGAL GROUP PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Segal Group, Inc. reported $69,216 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,831 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 0.009% to 0.012%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 198th-largest of 5,648 plans among New York employers on file, and the 306th of 11,654 in professional & technical services. In 2024, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$590,755,741
Participants with balances1,680
Active participants1,129
Employer contributions$4,325,233
Employee contributions$15,963,827
Employer contribution per active participant$3,831
Average account balance$351,640
Benefits paid to participants$43,041,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$590.8M · 1,680 accts · $4.3M emplr
2023$531.8M · 1,670 accts · $5.9M emplr
2022$463.0M · 1,664 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,166
Audit (IQPA)$22,050
Total administrative$69,216
The The Segal Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,831
Median for plans this size$4,294
2024$3,831 per active participant
2023$5,292 per active participant
2022$4,974 per active participant

The Segal Group, Inc.'s 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,166
COHNREZNICK LLP · Accounting / audit$22,050

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$69,216 · 0.01%
2023$31,375 · 0.01%
2022$45,404 · 0.01%
Same employer
Similar plansProfessional & Technical Services · New York
Jackson Lewis P.C. NY$623.9M · 0.04%
Marcum Advisory Group, LLC NY$620.4M · 0.05%
Skanska USA Inc. NY$575.7M · 0.06%
Spotify USA Inc. NY$565.8M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060839113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.