Plan Ledger DOL Form 5500 · updated monthly

Cohen, Seglias, Pallas, Greenhall & Furman, P.C.401(k)

COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401 (K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Cohen, Seglias, Pallas, Greenhall & Furman, P.C. reported $100,375 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $8,109 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 0.40% to 0.25%. 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 910th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,164th of 11,654 in professional & technical services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,444,233
Participants with balances186
Active participants132
Employer contributions$1,070,414
Employee contributions$1,651,624
Employer contribution per active participant$8,109
Average account balance$228,195
Benefits paid to participants$2,604,497
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.4M · 186 accts · $1.1M emplr
2023$36.7M · 181 accts · $965K emplr
2022$30.1M · 182 accts · $873K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,875
Investment management$22,500
Total administrative$100,375
The Cohen, Seglias, Pallas, Greenhall & Furman, P.C. 401(k) match · 2024
Employer contribution per active participant$8,109
Median for plans this size$2,416
2024$8,109 per active participant
2023$7,718 per active participant
2022$6,765 per active participant

Cohen, Seglias, Pallas, Greenhall & Furman, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20242
LINCOLN NATIONAL CORPORATION · Accounting / audit · Contract administrator$77,875
MMA SECURITIES · Consulting$22,500

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$100,375 · 0.25%
2023$105,540 · 0.32%
2022$127,735 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Valsource, Inc. PA$43.5M · 0.32%
Rettew Associates, Inc. PA$43.3M · 0.37%
Novatech, L.L.C. PA$42.8M · 0.02%
Jm Search & Company, Inc. PA$40.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232639443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.