Plan Ledger DOL Form 5500 · updated monthly

Bennett, Bricklin & Saltzburg LLC401(k)

BENNETT, BRICKLIN & SALTZBURG LLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Bennett, Bricklin & Saltzburg LLC reported $86,829 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $502 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 0.32% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,283rd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,511th of 11,654 in professional & technical services. In 2024, employees put in $14.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,857,024
Participants with balances210
Active participants170
Employer contributions$85,416
Employee contributions$1,257,706
Employer contribution per active participant$502
Average account balance$127,891
Benefits paid to participants$1,153,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 210 accts · $85K emplr
2023$22.4M · 217 accts · $85K emplr
2022$19.5M · 215 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,976
Investment management$48,853
Total administrative$86,829
The Bennett, Bricklin & Saltzburg LLC 401(k) match · 2024
Employer contribution per active participant$502
Median for plans this size$2,416
2024$502 per active participant
2023$483 per active participant
2022$498 per active participant

Bennett, Bricklin & Saltzburg LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$38,736
AXA NETWORK LLC · Investment advisory (plan)$48,093

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$86,829 · 0.35%
2023$74,008 · 0.35%
2022$66,198 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Mro Corporation PA$27.7M · 0.22%
Veltek Associates Inc PA$27.0M · 0.35%
Cantaloupe, Inc. PA$27.0M · 0.42%
Q-Mation, Inc. PA$26.8M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270444519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.