Plan Ledger DOL Form 5500 · updated monthly

Chiesa Shahinian & Giantomasi PC401(k)

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) · ROSELAND, NJ · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Chiesa Shahinian & Giantomasi PC reported $84,864 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $11,031 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 fell from 0.13% to 0.07%. 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 291st-largest of 2,419 plans among New Jersey employers on file, and the 1,134th of 11,654 in professional & technical services. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$137,057,969
Participants with balances310
Active participants236
Employer contributions$2,603,365
Employee contributions$2,977,739
Employer contribution per active participant$11,031
Average account balance$442,122
Benefits paid to participants$14,241,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$137.1M · 310 accts · $2.6M emplr
2023$113.7M · 287 accts · $3.3M emplr
2022$95.0M · 279 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,905
Investment management$45,359
Audit (IQPA)$29,600
Total administrative$84,864
The Chiesa Shahinian & Giantomasi PC 401(k) match · 2024
Employer contribution per active participant$11,031
Median for plans this size$3,635
2024$11,031 per active participant
2023$14,850 per active participant
2022$14,008 per active participant

Chiesa Shahinian & Giantomasi PC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20246
MORGAN STANLEY GLOBAL BANKING$36,766
FORVIS MAZARS LLP · Accounting / audit$29,600
MCDERMOTT WILL EMERGY LLP$8,593
NORTHEAST PROFESSIONAL PLANNING GRO · Other servicesindirect comp

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$84,864 · 0.07%
2023$122,518 · 0.12%
2022$131,707 · 0.13%
All plans at this employer2
CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (I)401(k)
CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)401(k)
Same employer
Similar plansProfessional & Technical Services · New Jersey
Riker Danzig LLP NJ$155.1M · 0.06%
Connell Foley, LLP NJ$145.3M · 0.08%
Bohler Engineering P.C. NJ$141.3M · 0.06%
Sills Cummis & Gross P.C. NJ$140.4M · 0.02%
Lowenstein Sandler LLP NJ$136.8M · 0.00%
Holtec International NJ$136.7M · 0.19%
Cole Schotz P.C. NJ$136.5M · 0.16%
Insmed Inc. NJ$134.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222012591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.