Plan Ledger DOL Form 5500 · updated monthly

Weber Gallagher Simpson Stapleto401(k)

WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.30%

Weber Gallagher Simpson Stapleto reported $123,563 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. 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 0.30% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,056th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,675th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$35,066,637
Participants with balances250
Active participants201
Employer contributions—
Employee contributions$1,661,741
Employer contribution per active participant—
Average account balance$140,267
Benefits paid to participants$4,657,401
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 267 accts
2023$30.6M · 253 accts
2022$35.1M · 250 accts
Administrative expenses, itemized · 2022
Professional / advisory$123,563
Total administrative$123,563
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.

Recordkeeper by year2
2024ADP, BAKER TILLY US, LLP, GLOBAL RETIREMENT PARTNERS
2023ADP, THE PARAGON ALLIANCE GROUP,LLC

This plan has changed recordkeepers within these filings. If you left Weber Gallagher Simpson Stapleto before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$115,949 · 0.36%
2023$210,087 · 0.64%
2022$123,563 · 0.30%
Similar plansProfessional & Technical Services · Pennsylvania
Becket & Lee, LLP PA$35.7M · 0.15%
Societal Cdmo, Inc. PA$35.0M · 0.29%
Polysciences, Inc. PA$34.8M · 0.01%
Swartz Campbell LLC PA$34.8M · 0.01%
St. Onge Company PA$34.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232668892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.