Plan Ledger DOL Form 5500 · updated monthly

Gettry Marcus CPA, P.C.401(k)

GETTRY MARCUS CPA, P. C. 401(K) PLAN · WOODBURY, NY · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Gettry Marcus CPA, P.C. reported $20,070 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $864 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 rose from 0.21% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,560th of 5,648), and 7,880th of 11,654 in professional & technical services. In 2023, employees put in $7.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,363,649
Participants with balances147
Active participants108
Employer contributions$93,319
Employee contributions$716,505
Employer contribution per active participant$864
Average account balance$70,501
Benefits paid to participants$338,100
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$974K · 5 accts
2023$10.4M · 147 accts · $93K emplr
2022$9.6M · 112 accts · $103K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,070
Total administrative$20,070
The Gettry Marcus CPA, P.C. 401(k) match · 2023
Employer contribution per active participant$864
Median for plans this size$1,308
2023$864 per active participant
2022$1,005 per active participant

Gettry Marcus CPA, P.C.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FUSION FAMILY WEALTH, LLC · Investment advisory (plan)$18,783
THE WOLF PENSION GROUP, LLC · Contract administrator$849
CAPITAL GROUP RETIREMENT PLAN SERVI$463

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$40,576 · 0.72%
2023$20,070 · 0.20%
2022$21,076 · 0.21%
Similar plansProfessional & Technical Services · New York
The Expert Institute NY$10.7M · 0.68%
Mololamken, LLP NY$10.7M · 0.57%
Mekanism, Inc. NY$10.7M · 0.39%
Global-E US Inc. NY$10.3M · 0.06%
M Moser Associates, LLC NY$10.2M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133418879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.