Plan Ledger DOL Form 5500 · updated monthly

J. Goldman & Co., L.P.401(k)

J. GOLDMAN & CO., L.P. PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

J. Goldman & Co., L.P. reported $2,750 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $29,796 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.

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 1,322nd-largest of 5,648 plans among New York employers on file, and the 2,675th of 11,654 in professional & technical services. In 2024, the employer put in $1.79 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$52,146,721
Participants with balances134
Active participants105
Employer contributions$3,128,549
Employee contributions$1,743,808
Employer contribution per active participant$29,796
Average account balance$389,155
Benefits paid to participants$3,318,600
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,750
Total administrative$2,750
The J. Goldman & Co., L.P. 401(k) match · 2024
Employer contribution per active participant$29,796
Median for plans this size$2,416

J. Goldman & Co., L.P.'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
THE BENEFIT PRACTICE · Other services$1,600
MORNINGSTAR, INC. · Consulting · Insurance brokerindirect comp

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

Administrative cost history1
2024$2,750 · 0.01%
Similar plansProfessional & Technical Services · New York
Luxoft USA, Inc. NY$53.5M · 0.31%
Cheil USA Inc. NY$53.2M · 0.14%
Grassi & Co., Cpas, P.C. NY$52.5M · 0.17%
Bioivt, LLC NY$52.1M · 0.14%
Labaton Sucharow LLP NY$51.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861125093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.