Plan Ledger DOL Form 5500 · updated monthly

Klehr Harrison Harvey Branzburg LLP401(k)

KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Klehr Harrison Harvey Branzburg LLP reported $107,550 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $20,983 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 rose from 0.10% to 0.13%. 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 509th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,652nd of 11,654 in professional & technical services. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$90,458,008
Participants with balances124
Active participants102
Employer contributions$2,140,305
Employee contributions$1,475,478
Employer contribution per active participant$20,983
Average account balance$729,500
Benefits paid to participants$5,089,621
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.5M · 124 accts · $2.1M emplr
2023$80.0M · 129 accts · $2.0M emplr
2022$72.5M · 130 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,311
Investment management$57,489
Audit (IQPA)$18,750
Total administrative$107,550
The Klehr Harrison Harvey Branzburg LLP 401(k) match · 2024
Employer contribution per active participant$20,983
Median for plans this size$3,635
2024$20,983 per active participant
2023$19,486 per active participant
2022$17,960 per active participant

Klehr Harrison Harvey Branzburg LLP'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 · 20245
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$57,489
BAKER TILLY VIRCHOW KRAUSE, LLP · Accounting / audit$18,750
THE MANDMARBLESTONE GROUP INC · Contract administrator · Legal$3,496

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$107,550 · 0.13%
2023$85,327 · 0.11%
2022$81,491 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Fullsight, LLC PA$94.8M · 0.23%
S. Emerson Group, Inc. PA$86.4M · 0.00%
The Judge Group, Inc. PA$86.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231973697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.