Plan Ledger DOL Form 5500 · updated monthly

United States Tennis Association401(k)

UNITED STATES TENNIS ASSOCIATION RETIREMENT PLAN · PURCHASE, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

United States Tennis Association reported $177,501 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,014 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 0.04% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 671st-largest of 5,648 plans among New York employers on file, and the 155th of 3,341 in other services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 416 to 622 since 2022.

Plan summary
Net assets, end of year$123,071,976
Participants with balances768
Active participants622
Employer contributions$3,118,642
Employee contributions$4,562,846
Employer contribution per active participant$5,014
Average account balance$160,250
Benefits paid to participants$8,558,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.1M · 768 accts · $3.1M emplr
2023$107.9M · 714 accts · $2.7M emplr
2022$88.8M · 670 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,869
Total administrative$177,501
The United States Tennis Association 401(k) match · 2024
Employer contribution per active participant$5,014
Median for plans this size$3,635
2024$5,014 per active participant
2023$5,599 per active participant
2022$5,653 per active participant

United States Tennis Association's 2024 employer contribution ran above the $3,635 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
GLOBAL RETIREMENT PARTNERS LLC · Consulting$79,595
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,632
BDO · Accounting / audit$27,274

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$177,501 · 0.15%
2023$127,135 · 0.13%
2022$34,645 · 0.04%
Same employer
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Council on Foreign Relations NY$164.6M · 0.06%
Christie's Inc. NY$148.3M · 0.07%
National Audubon Society Inc NY$139.5M · 0.08%
Csc Serviceworks, Inc. NY$133.3M · 0.17%
The Simons Foundation, Inc. NY$119.9M · 0.00%
The Rockefeller Foundation NY$118.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135459420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.