The Gersh Agency401(k)
GERSH AGENCY 401(K) PLAN · BEVERLY HILLS, CA · plan year 2024
The Gersh Agency reported $137,203 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. 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 0.26% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,656th-largest of 9,483 plans among California employers on file, and the 314th of 1,311 in arts, entertainment & recreation. active participation has grown from 245 to 293 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 951656028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.