Plan Ledger DOL Form 5500 · updated monthly

Shulman Rogers Gandal Pordy & Ecker P A401(k)

SHULMAN, ROGERS, GANDAL, PORDY & ECKER, P.A. RETIREMENT PLAN · POTOMAC, MD · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Shulman Rogers Gandal Pordy & Ecker P A reported $75,690 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $11,882 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 0.08% to 0.07%. 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 147th-largest of 1,671 plans among Maryland employers on file, and the 1,309th of 11,654 in professional & technical services. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 179 to 208 since 2022.

Plan summary
Net assets, end of year$116,398,384
Participants with balances295
Active participants208
Employer contributions$2,471,454
Employee contributions$2,581,982
Employer contribution per active participant$11,882
Average account balance$394,571
Benefits paid to participants$10,635,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$116.4M · 295 accts · $2.5M emplr
2023$107.8M · 277 accts · $2.5M emplr
2022$91.0M · 266 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,690
Investment management$25,000
Total administrative$75,690
The Shulman Rogers Gandal Pordy & Ecker P A 401(k) match · 2024
Employer contribution per active participant$11,882
Median for plans this size$3,635
2024$11,882 per active participant
2023$13,058 per active participant
2022$12,074 per active participant

Shulman Rogers Gandal Pordy & Ecker P A'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,690
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$25,000

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$75,690 · 0.07%
2023$72,265 · 0.07%
2022$76,191 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Maryland
Apex Companies, LLC MD$111.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521008944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.