Plan Snapshot
- Plan Sponsor: Neuberger Berman Group LLC
- Sponsor EIN: 611591182
- Sponsor Address: 1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104
- Plan Type: 401(k)
- Total Participants: 2,058
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,058 | $2.1B | $61.4M | $32.3M |
| 2023 | 2,029 | $1.7B | $57.7M | $30.9M |
| 2022 | 1,939 | $1.5B | $52.2M | $27.3M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | -$36,762 | $737 | $2,100 | — | — |
| 2023 | -$32,419 | $138 | $2,400 | — | — |
| 2022 | -$50,754 | $13 | — | — | — |