Plan Ledger DOL Form 5500 · updated monthly

Fein, Such, Kahn & Shepard, P.C.401(k)

FEIN, SUCH, KAHN & SHEPARD, P.C. 401(K) RETIREMENT PLAN · PARSIPPANY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Fein, Such, Kahn & Shepard, P.C. reported $52,891 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $658 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 0.44% to 0.38%. 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 among the smaller plans on file in New Jersey (1,259th of 2,419), and 6,598th of 11,654 in professional & technical services. In 2024, employees put in $7.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,843,584
Participants with balances182
Active participants128
Employer contributions$84,174
Employee contributions$648,505
Employer contribution per active participant$658
Average account balance$81,558
Benefits paid to participants$761,808
Plan auditUnmodified (clean) audit opinion
AuditorWILKIN & GUTTENPLAN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 182 accts · $84K emplr
2023$13.2M · 186 accts · $85K emplr
2022$11.9M · 202 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,712
Investment management$24,179
Total administrative$52,891
The Fein, Such, Kahn & Shepard, P.C. 401(k) match · 2024
Employer contribution per active participant$658
Median for plans this size$2,416
2024$658 per active participant
2023$687 per active participant
2022$611 per active participant

Fein, Such, Kahn & Shepard, P.C.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,712
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$24,179

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$52,891 · 0.38%
2023$54,967 · 0.44%
2022$59,735 · 0.44%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Hisense Photonics Inc NJ$15.3M · 0.01%
Trigyn Technologies, Inc. NJ$15.1M · 0.01%
A3 Technology, Inc. NJ$15.1M · 0.51%
Effectual Inc. NJ$14.9M · 0.28%
Horizon Group USA, Inc. NJ$14.7M · 0.49%
Genesis Research LLC NJ$14.7M · 0.27%
Burlington Automotive Group NJ$14.6M · 0.29%
Swk Technologies NJ$14.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223140786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.