Plan Ledger DOL Form 5500 · updated monthly

Geller & Company LLC401(k)

GELLER & COMPANY LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Geller & Company LLC reported $40,812 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,681 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 0.044% to 0.038%. 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 718th-largest of 5,648 plans among New York employers on file, and the 1,351st of 11,654 in professional & technical services. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has shrunk from 288 to 245 since 2022.

Plan summary
Net assets, end of year$112,673,526
Participants with balances492
Active participants245
Employer contributions$2,126,760
Employee contributions$4,276,604
Employer contribution per active participant$8,681
Average account balance$229,011
Benefits paid to participants$15,550,638
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN&COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$112.7M · 492 accts · $2.1M emplr
2023$104.0M · 537 accts · $2.1M emplr
2022$94.2M · 559 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,907
Total administrative$40,812
The Geller & Company LLC 401(k) match · 2024
Employer contribution per active participant$8,681
Median for plans this size$3,635
2024$8,681 per active participant
2023$7,066 per active participant
2022$7,384 per active participant

Geller & Company LLC's 2024 employer contribution ran above the $3,635 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
SCHWAB RETIREMENT PLAN SERVICE, INC · Recordkeeping$30,907
STEVENS & LEE, PC · Legal$9,905

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$40,812 · 0.04%
2023$47,441 · 0.05%
2022$47,447 · 0.04%
Same employer
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Finn Partners, Inc. NY$115.4M · 0.11%
Par Technology Corporation NY$114.0M · 0.20%
Cls Bank International NY$113.7M · 0.08%
Goldberg Segalla LLP NY$112.4M · 0.23%
Allen & Overy LLP NY$111.0M · 0.11%
Roux Associates, Inc. NY$109.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134149326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.