Plan Ledger DOL Form 5500 · updated monthly

Gemini Trust Company, LLC401(k)

GEMINI TRUST COMPANY, LLC 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Gemini Trust Company, LLC reported $7,408 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,535 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,052nd-largest of 5,648 plans among New York employers on file, and 2,520th of 4,798 in finance & insurance. In 2022, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,037,488
Participants with balances751
Active participants551
Employer contributions$4,702,742
Employee contributions$8,014,711
Employer contribution per active participant$8,535
Average account balance$37,334
Benefits paid to participants$4,335,244
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
The Gemini Trust Company, LLC 401(k) match · 2022
Employer contribution per active participant$8,535
Median for plans this size$2,266

Gemini Trust Company, LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,408 · 0.03%
Same employer
Similar plansFinance & Insurance · New York
Sterling & Sterling, LLC NY$28.1M · 0.42%
Brean Capital, LLC NY$27.9M · 0.42%
Bc USA Gp, LLC NY$27.9M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 475153145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.