Plan Ledger DOL Form 5500 · updated monthly

West Harlem Group Assistance, Inc.401(k)

WEST HARLEM GROUP ASSISTANCE, INC. (NOT-FOR-PROFIT) 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

West Harlem Group Assistance, Inc. reported $2,838 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. 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 0.42% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (5,301st of 5,648), and 1,952nd of 2,096 in real estate & leasing. active participation has grown from 68 to 80 since 2022.

Plan summary
Net assets, end of year$1,169,874
Participants with balances191
Active participants80
Employer contributions—
Employee contributions$150,485
Employer contribution per active participant—
Average account balance$6,125
Benefits paid to participants$89,255
Plan auditUnmodified (clean) audit opinion
AuditorPKF O'CONNOR DAVIES , LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 191 accts
2023$943K · 174 accts
2022$782K · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,838
Total administrative$2,838
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
ALLIANT INSURANCE SERVICES · Contract administrator$1,695
EMPOWER ADVISORY GROUP, LLC · Investment management$207

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$2,838 · 0.27%
2023$2,310 · 0.27%
2022$3,635 · 0.42%
Similar plansReal Estate & Leasing · New York
Aj Costello Group LLC NY$1.7M · 0.67%
Chason Management LLC NY$1.4M · 1.09%
Greyston Bakery, Inc. NY$1.2M · 0.58%
Clipper Realty, LP NY$846K · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237169558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.