Plan Ledger DOL Form 5500 · updated monthly

Holwell Shuster & Goldberg, LLP401(k)

HSG RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Holwell Shuster & Goldberg, LLP reported $53,772 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $14,042 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 0.21%. 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 2,025th-largest of 5,648 plans among New York employers on file, and the 4,331st of 11,654 in professional & technical services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 99 to 112 since 2022.

Plan summary
Net assets, end of year$28,521,652
Participants with balances183
Active participants112
Employer contributions$1,572,713
Employee contributions$1,677,917
Employer contribution per active participant$14,042
Average account balance$155,856
Benefits paid to participants$489,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 183 accts · $1.6M emplr
2023$22.5M · 150 accts · $1.4M emplr
2022$17.4M · 134 accts · $2.0M emplr
The Holwell Shuster & Goldberg, LLP 401(k) match · 2024
Employer contribution per active participant$14,042
Median for plans this size$2,416
2024$14,042 per active participant
2023$13,515 per active participant
2022$19,990 per active participant

Holwell Shuster & Goldberg, 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
ASCENSUS LLC · Recordkeeping · Loan processing$14,543
LPL FINANCIAL RPCP · Investment advisory (plan)$38,130
THE ANGELL PENSION GROUP, INC. · Contract administrator$1,100

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$53,772 · 0.21%
2023$42,375 · 0.21%
2022$37,030 · 0.22%
Similar plansProfessional & Technical Services · New York
Cockroach Labs, Inc. NY$28.7M · 0.14%
Bousquet Holstein PLLC NY$28.4M · 0.05%
Chdi Management, Inc. NY$28.3M · 0.41%
Lightspeed Pos USA Inc. NY$28.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454222592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.