Plan Ledger DOL Form 5500 · updated monthly

Goetz, Schenker, Blee & Wiederhorn, LLP401(k)

GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Goetz, Schenker, Blee & Wiederhorn, LLP reported $95,577 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $4,278 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 3 years on file its reported administrative ratio has held roughly steady near 0.45%. 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 the 2,305th-largest of 5,648 plans among New York employers on file, and the 5,046th of 11,654 in professional & technical services. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has shrunk from 88 to 69 since 2022.

Plan summary
Net assets, end of year$23,084,508
Participants with balances129
Active participants69
Employer contributions$295,168
Employee contributions$460,640
Employer contribution per active participant$4,278
Average account balance$178,950
Benefits paid to participants$590,832
Plan auditUnmodified (clean) audit opinion
AuditorFORRESTALL CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 129 accts · $295K emplr
2023$19.4M · 147 accts
2022$15.8M · 138 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,577
Total administrative$95,577
The Goetz, Schenker, Blee & Wiederhorn, LLP 401(k) match · 2024
Employer contribution per active participant$4,278
Median for plans this size$2,416
2024$4,278 per active participant
2022$2,956 per active participant

Goetz, Schenker, Blee & Wiederhorn, LLP's 2024 employer contribution ran above the $2,416 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
UBS FINANCIAL SERVICES, INC. · Investment advisory (participants)$53,644

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$95,577 · 0.45%
2023$78,385 · 0.45%
2022$73,662 · 0.43%
Similar plansProfessional & Technical Services · New York
United Masters Inc. NY$23.5M · 0.01%
Sonnick Partners LLC NY$23.2M · 0.38%
First Mile Group, Inc. NY$22.9M · 0.47%
Shen Milsom & Wilke LLC NY$22.9M · 0.47%
Gardiner & Theobald Inc. NY$22.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061504795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.