Plan Ledger DOL Form 5500 · updated monthly

Marty Sussman Organization, Inc.401(k)

MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN · JENKINTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Marty Sussman Organization, Inc. reported $68,347 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. Employer contributions averaged $239 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 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,158th of 3,651), and the 2,367th of 5,215 in retail trade. In 2022, employees put in $11.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,433,701
Participants with balances140
Active participants152
Employer contributions$36,351
Employee contributions$411,591
Employer contribution per active participant$239
Average account balance$81,669
Benefits paid to participants$10,149,456
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN & PELESH, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$50,347
Investment management$5,000
Professional / advisory$13,000
Total administrative$68,347
The Marty Sussman Organization, Inc. 401(k) match · 2022
Employer contribution per active participant$239
Median for plans this size$2,266

Marty Sussman Organization, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$68,347 · 0.36%
Similar plansRetail Trade · Pennsylvania
Maguire's Ford, Inc. PA$12.1M · 0.45%
Del Chevrolet, Inc PA$12.1M · 0.34%
Urra Company Inc. PA$10.7M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232087732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.