Plan Ledger DOL Form 5500 · updated monthly

Gursey Schneider LLPProfit-sharing plan

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Gursey Schneider LLP reported $70,113 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $10,587 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 fell from 0.43% to 0.27%. 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 2,808th-largest of 9,483 plans among California employers on file, and the 4,356th of 11,654 in professional & technical services. active participation has grown from 138 to 193 since 2022.

Plan summary
Net assets, end of year$28,296,618
Participants with balances252
Active participants193
Employer contributions$2,043,197
Employee contributions$0
Employer contribution per active participant$10,587
Average account balance$112,288
Benefits paid to participants$370,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 252 accts · $2.0M emplr
2023$23.4M · 224 accts · $1.8M emplr
2022$19.5M · 186 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Investment management$70,113
Total administrative$70,113
Employer contributions to the Gursey Schneider LLP plan · 2024
Employer contribution per active participant$10,587
Median for plans this size$2,416
2024$10,587 per active participant
2023$10,254 per active participant
2022$10,536 per active participant

Gursey Schneider 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 · 20243
SFG RETIREMENT PLAN CONSULTING · Recordkeeping · Pension consulting$53,570
ADP INC · Pension consulting · Recordkeeping$13,877
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, SFG RETIREMENT PLAN CONSULTING
2023ADP, SFG RETIREMENT PLAN CONSULTING

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

Administrative cost history3
2024$70,113 · 0.27%
2023$51,427 · 0.24%
2022$87,870 · 0.43%
All plans at this employer2
GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLANProfit-sharing plan
GURSEY SCHNEIDER LLP 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · California
Scorpion Enterprises, LLC CA$28.4M · 0.05%
G2 Software Systems, Inc. CA$28.4M · 0.29%
Teecom CA$28.3M
Albert & Mackenzie, LLP CA$28.3M · 0.84%
Lyell Immunopharma, Inc. CA$28.3M · 0.20%
Vectra Ai, Inc. CA$28.1M · 0.22%
Corelation, Inc. CA$28.1M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953309779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.