Plan Ledger DOL Form 5500 · updated monthly

Garfunkel Wild PC401(k)

GARFUNKEL WILD PC 401(K) RETIREMENT PLAN · GREAT NECK, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Garfunkel Wild PC reported $89,075 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,110 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 0.12% to 0.11%. 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 865th-largest of 5,648 plans among New York employers on file, and the 1,651st of 11,654 in professional & technical services. In 2024, employees put in $3.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,541,377
Participants with balances170
Active participants134
Employer contributions$550,765
Employee contributions$2,001,936
Employer contribution per active participant$4,110
Average account balance$532,596
Benefits paid to participants$2,847,724
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN, BLOCK & ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$90.5M · 170 accts · $551K emplr
2023$78.3M · 172 accts · $473K emplr
2022$66.0M · 173 accts · $489K emplr
The Garfunkel Wild PC 401(k) match · 2024
Employer contribution per active participant$4,110
Median for plans this size$3,635
2024$4,110 per active participant
2023$3,382 per active participant
2022$3,494 per active participant

Garfunkel Wild PC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
T. ROWE PRICE TRUST COMPANY · Recordkeeping · Trustee$89,074
JP MORGAN FUNDS · Investment managementindirect comp
FRANKLIN TEMPLETON · Investment managementindirect comp
JOHN HANCOCK · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
COHEN & STEERS FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
INVESCO · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$89,075 · 0.11%
2023$85,993 · 0.12%
2022$85,961 · 0.12%
Same employer
Similar plansProfessional & Technical Services · New York
Cadent, LLC NY$94.8M · 0.19%
Moses & Singer LLP NY$94.1M · 0.07%
Betanxt, Inc. NY$91.6M · 0.16%
J. Frank Associates, LLC NY$90.4M · 0.00%
Linklaters LLP NY$89.8M · 0.10%
Yext, Inc. NY$89.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112526447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.