Plan Ledger DOL Form 5500 · updated monthly

Citrin Cooperman & Company, LLP401(k)

CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Citrin Cooperman & Company, LLP reported $1,079 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,688 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 1 year on file its reported administrative ratio fell from 0.002% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 346th-largest of 5,648 plans among New York employers on file, and the 578th of 11,654 in professional & technical services. In 2023, employees put in $4.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$291,953,905
Participants with balances2,340
Active participants1,949
Employer contributions$5,239,441
Employee contributions$24,829,522
Employer contribution per active participant$2,688
Average account balance$124,767
Benefits paid to participants$13,700,795
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$292.0M · 2,340 accts · $5.2M emplr
2022$198.3M · 1,686 accts · $3.2M emplr
The Citrin Cooperman & Company, LLP 401(k) match · 2023
Employer contribution per active participant$2,688
Median for plans this size$3,659
2023$2,688 per active participant
2022$2,387 per active participant

Citrin Cooperman & Company, LLP's 2023 employer contribution ran below the $3,659 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$1,079 · 0.00%
2022$4,405 · 0.00%
All plans at this employer3
CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN401(k)
CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1Profit-sharing plan
CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3Profit-sharing plan
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 222428965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.