Plan Ledger DOL Form 5500 · updated monthly

Van Wagner Group, LLC401(k)

VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Van Wagner Group, LLC reported $64,629 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,623 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 0.18% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,700th-largest of 5,648 plans among New York employers on file, and the 377th of 2,096 in real estate & leasing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 129 to 160 since 2022.

Plan summary
Net assets, end of year$37,129,000
Participants with balances301
Active participants160
Employer contributions$579,720
Employee contributions$1,196,622
Employer contribution per active participant$3,623
Average account balance$123,352
Benefits paid to participants$1,352,304
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 301 accts · $580K emplr
2023$32.4M · 298 accts · $545K emplr
2022$27.7M · 281 accts · $463K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,994
Investment management$17,500
Audit (IQPA)$14,135
Total administrative$64,629
The Van Wagner Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,623
Median for plans this size$2,416
2024$3,623 per active participant
2023$3,609 per active participant
2022$3,591 per active participant

Van Wagner Group, LLC'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 · 20244
T. ROWE PRICE RPS, INC · Recordkeeping · Trustee$23,225
ALLIANT INSURANCE SERVICES · Consulting · Investment advisory (plan)$17,500
LILLING & COMPANY LLP · Accounting / audit$14,135
SENTINEL BENEFITS GROUP, LLC · Pension consulting$9,769

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,629 · 0.19%
2023$52,723 · 0.18%
2022$53,672 · 0.18%
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Source: U.S. Department of Labor, Form 5500 series, EIN 471648255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.