Plan Ledger DOL Form 5500 · updated monthly

Wachtell, Lipton, Rosen & Katz401(k)

WACHTELL, LIPTON, ROSEN & KATZ 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

Wachtell, Lipton, Rosen & Katz reported $81,648 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,037 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 0.06% to 0.01%. 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 183rd-largest of 5,648 plans among New York employers on file, and the 279th of 11,654 in professional & technical services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$638,719,469
Participants with balances1,014
Active participants660
Employer contributions$7,284,113
Employee contributions$13,127,325
Employer contribution per active participant$11,037
Average account balance$629,901
Benefits paid to participants$56,307,498
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$638.7M · 1,014 accts · $7.3M emplr
2023$632.5M · 1,003 accts · $7.3M emplr
2022$511.0M · 985 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,195
Investment management$52,703
Total administrative$81,648
The Wachtell, Lipton, Rosen & Katz 401(k) match · 2024
Employer contribution per active participant$11,037
Median for plans this size$4,294
2024$11,037 per active participant
2023$11,257 per active participant
2022$11,269 per active participant

Wachtell, Lipton, Rosen & Katz's 2024 employer contribution ran above the $4,294 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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$52,703
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,195
MARTIN FLEISHER · Legal$4,750

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$81,648 · 0.01%
2023$184,941 · 0.03%
2022$298,943 · 0.06%
Same employer
Similar plansProfessional & Technical Services · New York
Havas North America, Inc. NY$670.3M · 0.00%
Ramboll Limited NY$659.1M · 0.06%
Nixon Peabody LLP NY$653.1M · 0.03%
Griffon Corporation NY$650.2M · 0.11%
Jackson Lewis P.C. NY$623.9M · 0.04%
Marcum Advisory Group, LLC NY$620.4M · 0.05%
The Segal Group, Inc. NY$590.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131935773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.