Plan Ledger DOL Form 5500 · updated monthly

Ellenoff Grossman & Schole LLP401(k)

ELLENOFF GROSSMAN & SCHOLE LLP 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ellenoff Grossman & Schole LLP reported $43,655 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,608 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 rose from 0.10% to 0.11%. 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 1,488th-largest of 5,648 plans among New York employers on file, and the 3,033rd of 11,654 in professional & technical services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,412,941
Participants with balances180
Active participants152
Employer contributions$1,460,378
Employee contributions$2,174,195
Employer contribution per active participant$9,608
Average account balance$246,739
Benefits paid to participants$1,531,614
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH AND BROWN PC
Plan history2
Yearassets · accounts · employer contribution
2024$44.4M · 180 accts · $1.5M emplr
2023$35.5M · 153 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,930
Investment management$2,725
Total administrative$43,655
The Ellenoff Grossman & Schole LLP 401(k) match · 2024
Employer contribution per active participant$9,608
Median for plans this size$2,416
2024$9,608 per active participant
2023$12,060 per active participant

Ellenoff Grossman & Schole LLP'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.

Administrative cost history2
2024$43,655 · 0.11%
2023$32,859 · 0.10%
Similar plansProfessional & Technical Services · New York
Tpg Service Group, LLC NY$45.6M · 0.15%
Wendel, LLC NY$45.1M · 0.25%
Globe Tax Services, Inc. NY$45.0M · 0.00%
M/E Engineering, P.C. NY$44.5M · 0.22%
Hedgeserv Corporation NY$44.1M · 0.05%
Kaufman Dolowich,Llp NY$44.1M · 0.22%
Psl Group America NY$43.6M · 0.19%
Intersection Parent, Inc. NY$43.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133643185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.