Plan Ledger DOL Form 5500 · updated monthly

Windels Marx Lane & Mittendorf, LLP401(k)

WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

Windels Marx Lane & Mittendorf, LLP reported $90,381 in plan administrative expenses for 2024: 0.14% of average plan assets, above 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 3 years on file its reported administrative ratio has held roughly steady near 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,073rd-largest of 5,648 plans among New York employers on file, and the 2,076th of 11,654 in professional & technical services. active participation has grown from 194 to 219 since 2022.

Plan summary
Net assets, end of year$69,242,120
Participants with balances284
Active participants219
Employer contributions—
Employee contributions$3,168,472
Employer contribution per active participant—
Average account balance$243,810
Benefits paid to participants$2,027,105
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS, PANARIELLO P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$69.2M · 284 accts
2023$58.4M · 272 accts
2022$48.2M · 260 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,305
Total administrative$90,381
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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$41,305
NEWPORT CAPITAL GROUP LLC · Consulting$48,579

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

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Administrative cost history3
2024$90,381 · 0.14%
2023$78,530 · 0.15%
2022$81,265 · 0.15%
All plans at this employer2
WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUSTDefined-contribution plan
WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN401(k)
Same employer
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Teneo Holdings LLC NY$71.0M · 0.26%
Schluter Systems L.P. NY$70.0M · 0.47%
Kobre & Kim LLP NY$67.8M · 0.00%
Fingerpaint Marketing, Inc. NY$67.2M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132773235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.