Plan Ledger DOL Form 5500 · updated monthly

William H. Sadlier, Inc.401(k)

WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

William H. Sadlier, Inc. reported $63,170 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,248 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 0.10% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,957th-largest of 5,648 plans among New York employers on file, and the 784th of 2,199 in information & media. In 2024, employees put in $3.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,976,271
Participants with balances198
Active participants135
Employer contributions$303,526
Employee contributions$1,100,910
Employer contribution per active participant$2,248
Average account balance$151,395
Benefits paid to participants$895,062
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 198 accts · $304K emplr
2023$26.6M · 223 accts · $245K emplr
2022$27.0M · 228 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,900
Investment management$32,370
Total administrative$63,170
The William H. Sadlier, Inc. 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$2,416
2024$2,248 per active participant
2023$1,786 per active participant
2022$1,806 per active participant

William H. Sadlier, Inc.'s 2024 employer contribution ran below 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 · 20243
RSM US LLP$50,400
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,220

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$63,170 · 0.22%
2023$33,532 · 0.13%
2022$30,589 · 0.10%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 135363840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.