Plan Ledger DOL Form 5500 · updated monthly

Wilentz, Goldman & Spitzer, P.A.401(k)

WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN · WOODBRIDGE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Wilentz, Goldman & Spitzer, P.A. reported $98,736 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $7,410 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 3 years on file its reported administrative ratio has held roughly steady near 0.108%. 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 393rd-largest of 2,419 plans among New Jersey employers on file, and the 1,604th of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,737,755
Participants with balances327
Active participants226
Employer contributions$1,674,756
Employee contributions$2,226,488
Employer contribution per active participant$7,410
Average account balance$286,660
Benefits paid to participants$9,612,899
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.7M · 327 accts · $1.7M emplr
2023$88.5M · 318 accts · $1.7M emplr
2022$82.0M · 332 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,736
Investment management$65,000
Total administrative$98,736
The Wilentz, Goldman & Spitzer, P.A. 401(k) match · 2024
Employer contribution per active participant$7,410
Median for plans this size$3,635
2024$7,410 per active participant
2023$6,697 per active participant
2022$7,663 per active participant

Wilentz, Goldman & Spitzer, 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
RBC WEALTH MANAGEMENT · Investment advisory (plan)$65,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,736

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$98,736 · 0.11%
2023$92,966 · 0.11%
2022$104,475 · 0.11%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Shionogi, Inc. NJ$101.8M · 0.06%
Certara USA, Inc. NJ$99.8M · 0.15%
Coforge Limited NJ$99.4M · 0.24%
Amicus Therapeutics, Inc. NJ$81.7M · 0.00%
Quotient Technology Inc. NJ$78.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222292919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.