Plan Ledger DOL Form 5500 · updated monthly

Unicredit Bank AG, Ny Branch401(k)

UNICREDIT BANK AG, NEW YORK BRANCH EMPLOYEES' DEFERRED SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Unicredit Bank AG, Ny Branch reported $19,600 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26,835 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 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 431st-largest of 5,648 plans among New York employers on file, and the 549th of 4,798 in finance & insurance. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$220,220,332
Participants with balances301
Active participants112
Employer contributions$3,005,530
Employee contributions$1,988,204
Employer contribution per active participant$26,835
Average account balance$731,629
Benefits paid to participants$14,196,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$220.2M · 301 accts · $3.0M emplr
2023$191.0M · 306 accts · $2.9M emplr
2022$170.8M · 316 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Investment management$5,527
Total administrative$19,600
The Unicredit Bank AG, Ny Branch 401(k) match · 2024
Employer contribution per active participant$26,835
Median for plans this size$3,635
2024$26,835 per active participant
2023$26,866 per active participant
2022$28,691 per active participant

Unicredit Bank AG, Ny Branch's 2024 employer contribution ran above the $3,635 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 · 20244
MERCER INVESTMENTS LLC · Investment advisory (plan)$23,409
MERCERUSINC · Consulting · Investment advisory (plan)$23,409
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,528
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$19,600 · 0.01%
2023$2,842 · 0.00%
2022$6,691 · 0.00%
Same employer
Similar plansFinance & Insurance · New York
Transatlantic Holdings, Inc. NY$233.8M · 0.02%
Schroder US Holdings Inc. NY$220.8M · 0.15%
Tompkins Trust Company NY$220.7M · 0.10%
Moore Capital Management, LP NY$209.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132774123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.