Goldman, Magdalin & Krikes, LLP401(k)
GOLDMAN, MAGDALIN & KRIKES, LLP 401(K) PROFIT SHARING PLAN · SAN LUIS OBISPO, CA · plan year 2023
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Goldman, Magdalin & Krikes, LLP reported $80,182 in plan administrative expenses for 2023: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.48% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,253rd-largest of 9,483 plans among California employers on file, and 6,382nd of 11,654 in professional & technical services. active participation has shrunk from 118 to 97 since 2022.
Goldman, Magdalin & Krikes, LLP's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 770523476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.