Plan Ledger DOL Form 5500 · updated monthly

Torti Gallas and Partners, Inc.401(k)

TORTI GALLAS AND PARTNERS, INC. 401(K) PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Torti Gallas and Partners, Inc. reported $90,426 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,568 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 0.40% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 244th-largest of 618 plans among District of Columbia employers on file, and the 3,965th of 11,654 in professional & technical services. In 2024, employees put in $3.73 for every $1.00 the employer contributed; active participation has shrunk from 126 to 100 since 2022.

Plan summary
Net assets, end of year$31,892,512
Participants with balances176
Active participants100
Employer contributions$256,796
Employee contributions$957,698
Employer contribution per active participant$2,568
Average account balance$181,207
Benefits paid to participants$2,682,248
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 176 accts · $257K emplr
2023$29.3M · 171 accts · $101K emplr
2022$26.2M · 180 accts · $110K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,426
Total administrative$90,426
The Torti Gallas and Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,568
Median for plans this size$2,416
2024$2,568 per active participant
2023$993 per active participant
2022$871 per active participant

Torti Gallas and Partners, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20247
PRIVATE ADVISORS GROUP, LLC · Investment advisory (plan)$44,630
APRIO, LLP$27,377
COASTAL PENSION SERVICES, INC. · Accounting / audit · Contract administrator$9,675
ARONSON LLC · Accounting / audit$1,948
EMPOWER ADVISORY GROUP, LLC · Investment management$1,704
BLUE RIDGE ESOP ASSOCIATES$1,580

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$90,426 · 0.30%
2023$54,011 · 0.19%
2022$107,232 · 0.40%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 520847751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.