Plan Ledger DOL Form 5500 · updated monthly

Tocqueville Management Corp.401(k)

TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Tocqueville Management Corp. reported $23,700 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,315 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 fell from 0.13% to 0.05%. 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 1,372nd-largest of 5,648 plans among New York employers on file, and the 1,667th of 4,798 in finance & insurance. In 2024, employees put in $4.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,001,501
Participants with balances91
Active participants71
Employer contributions$235,350
Employee contributions$987,981
Employer contribution per active participant$3,315
Average account balance$549,467
Benefits paid to participants$2,895,960
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$50.0M · 91 accts · $235K emplr
2022$39.0M · 97 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,700
Investment management$5,000
Total administrative$23,700
The Tocqueville Management Corp. 401(k) match · 2024
Employer contribution per active participant$3,315
Median for plans this size$2,416
2024$3,315 per active participant
2022$3,795 per active participant

Tocqueville Management Corp.'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 · 20243
BENEFIT CONSULTANTS GROUP · Contract administrator · Recordkeeping$18,700
MELTZER GROUP - KESTRA ADVISORS$5,000
CITRIN COOPERMAN · Accounting / auditindirect comp

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

Administrative cost history2
2024$23,700 · 0.05%
2022$60,084 · 0.13%
Similar plansFinance & Insurance · New York
Nippon Life Group NY$51.4M · 0.19%
Ota Management LLC NY$50.6M · 0.00%
Trustco Bank NY$50.3M · 0.45%
Traxys North America LLC NY$48.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133547559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.