Plan Ledger DOL Form 5500 · updated monthly

Gordon Feinblatt LLCMoney purchase plan

GORDON FEINBLATT MONEY PURCHASE PENSION PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Gordon Feinblatt LLC reported $185,987 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $17,966 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 0.331%. 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 289th-largest of 1,671 plans among Maryland employers on file, and the 2,423rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$58,567,440
Participants with balances144
Active participants98
Employer contributions$1,760,643
Employee contributions—
Employer contribution per active participant$17,966
Average account balance$406,718
Benefits paid to participants$2,201,414
Plan auditUnmodified (clean) audit opinion
AuditorGORFINE, SCHILLER & GARDYN, PA
Plan history3
Yearassets · accounts · employer contribution
2024$58.6M · 144 accts · $1.8M emplr
2023$53.8M · 147 accts · $1.5M emplr
2022$47.4M · 143 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$185,512
Total administrative$185,987
Employer contributions to the Gordon Feinblatt LLC plan · 2024
Employer contribution per active participant$17,966
Median for plans this size$3,635
2024$17,966 per active participant
2023$15,722 per active participant
2022$14,325 per active participant

Gordon Feinblatt 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
BROWN ADVISORY SECURITIES · Custodial (securities) · Trustee$168,208
BOLTON PARTNERS INVESTCONSULT GRP · Consulting$17,304

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$185,987 · 0.33%
2023$168,132 · 0.33%
2022$151,708 · 0.33%
All plans at this employer2
GORDON FEINBLATT MONEY PURCHASE PENSION PLANMoney purchase plan
GORDON FEINBLATT 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Maryland
John Staurulakis, LLC MD$62.6M · 0.25%
Fei.com, Inc. MD$62.2M · 0.05%
Engineering Solutions, Inc. MD$58.5M · 0.14%
Engineering Solutions, Inc. MD$58.5M · 0.14%
Pharmaron, Inc. MD$57.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520627715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.