Plan Ledger DOL Form 5500 · updated monthly

Gottlieb LLC D/B/A Martin Gottlieb and Associates401(k)

MARTIN GOTTLIEB & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.42%

Gottlieb LLC D/B/A Martin Gottlieb and Associates reported $19,352 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,554th of 5,688), and 11,502nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$290,519
Participants with balances273
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$1,064
Benefits paid to participants$171,581
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$291K · 273 accts
Administrative expenses, itemized · 2022
Investment management$19,352
Total administrative$19,352
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 history2
2023Not separately reported
2022$19,352 · 0.42%
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Source: U.S. Department of Labor, Form 5500 series, EIN 352579202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.