Plan Ledger DOL Form 5500 · updated monthly

Siebert Financial Corp.401(k)

SIEBERT FINANCIAL CORP. 401(K) PLAN · MIAMI, FL · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

Siebert Financial Corp. reported $13,492 in plan administrative expenses for 2025: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,478 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 1 year on file its reported administrative ratio rose from 0.04% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,446th-largest of 3,644 plans among Florida employers on file, and 3,621st of 4,798 in finance & insurance. In 2025, employees put in $6.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,775,119
Participants with balances145
Active participants165
Employer contributions$243,808
Employee contributions$1,671,948
Employer contribution per active participant$1,478
Average account balance$95,001
Benefits paid to participants$139,391
Plan auditUnmodified (clean) audit opinion
AuditorLILLING & COMPANY,LLP
Plan history2
Yearassets · accounts · employer contribution
2025$13.8M · 145 accts · $244K emplr
2024$10.2M · 105 accts · $196K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$13,492
Total administrative$13,492
The Siebert Financial Corp. 401(k) match · 2025
Employer contribution per active participant$1,478
Median for plans this size$2,666
2025$1,478 per active participant
2024$1,485 per active participant

Siebert Financial Corp.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ALLIANT INSURANCE SERVICES INC.$2,730

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

Administrative cost history2
2025$13,492 · 0.11%
2024$4,581 · 0.04%
Similar plansFinance & Insurance · Florida
We Florida Financial FL$14.1M · 0.39%
Gulf Winds Credit Union FL$14.1M · 0.53%
One Florida Bank FL$13.9M · 0.21%
Das Talent, LLC FL$12.9M · 0.45%
Brightstar Credit Union FL$12.3M · 0.38%
Gis National, LLC FL$11.7M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111796714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.