Plan Ledger DOL Form 5500 · updated monthly

Wilkin & Guttenplan, P.C.401(k)

WILKIN & GUTTENPLAN, P.C. 401(K) PLAN · EAST BRUNSWICK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Wilkin & Guttenplan, P.C. reported $82,915 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,615 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 0.31% to 0.25%. 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 714th-largest of 2,419 plans among New Jersey employers on file, and the 3,574th of 11,654 in professional & technical services. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has grown from 132 to 154 since 2022.

Plan summary
Net assets, end of year$36,307,202
Participants with balances151
Active participants154
Employer contributions$556,653
Employee contributions$1,774,283
Employer contribution per active participant$3,615
Average account balance$240,445
Benefits paid to participants$326,551
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.3M · 151 accts · $557K emplr
2023$29.7M · 149 accts · $493K emplr
2022$25.5M · 147 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,702
Investment management$58,213
Total administrative$82,915
The Wilkin & Guttenplan, P.C. 401(k) match · 2024
Employer contribution per active participant$3,615
Median for plans this size$2,416
2024$3,615 per active participant
2023$3,732 per active participant
2022$3,669 per active participant

Wilkin & Guttenplan, P.C.'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 · 20242
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$58,213

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$82,915 · 0.25%
2023$74,324 · 0.27%
2022$87,561 · 0.31%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Flaster/Greenberg P.C. NJ$39.0M · 0.05%
Arora and Associates, P.C. NJ$38.8M · 0.31%
Taylor, Wiseman & Taylor NJ$38.5M · 0.02%
Ks Engineers, P.C. NJ$35.8M · 0.21%
Bowman & Company LLP NJ$35.3M · 0.21%
Nisivoccia LLP NJ$35.1M · 0.02%
Storis, Inc. NJ$35.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222612018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.