# Needham & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/needham-company-llc-401k-plan

> Needham & Company, LLC's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Needham & Company, LLC

- **Sponsor EIN:** 133255839

- **Sponsor Address:** 250 PARK AVENUE, NEW YORK, NY, 10177

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $90.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|172|$90.3M|$1.1M|$3.5M|

| 2023|176|$75.6M|$916,782|$3.2M|

| 2022|174|$60.9M|$877,939|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$23,438|—|—|—|—|

| 2023|-$17,275|—|—|—|—|

| 2022|-$6,075|—|—|—|—|

## Similar Plans

- [Samuel A. Ramirez & Co., INC.](https://planprovider.pro/companies/samuel-a-ramirez-co-inc-401k-plan) — 176 participants

- [Bnp Paribas](https://planprovider.pro/companies/bnp-paribas-plan) — 162 participants

- [Aea Investors LP](https://planprovider.pro/companies/aea-investors-lp-401k-plan) — 184 participants

- [Macquarie Management Holdings, INC.](https://planprovider.pro/companies/macquarie-management-holdings-inc-plan) — 154 participants

- [Tiger Global Management LLC](https://planprovider.pro/companies/tiger-global-management-llc-401k-plan) — 148 participants

- [Siebert Williams Shank & Co., LLC](https://planprovider.pro/companies/siebert-williams-shank-co-llc-plan) — 146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/needham-company-llc-401k-plan)

© 2026 PlanProvider.Pro