Plan Ledger DOL Form 5500 · updated monthly

Withers Bergman LLP401(k)

WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Withers Bergman LLP reported $81,039 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $10,561 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 rose from 0.02% to 0.08%. 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 191st-largest of 1,106 plans among Connecticut employers on file, and the 1,501st of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,586,605
Participants with balances397
Active participants259
Employer contributions$2,735,389
Employee contributions$3,222,325
Employer contribution per active participant$10,561
Average account balance$253,367
Benefits paid to participants$15,223,521
Plan auditUnmodified (clean) audit opinion
AuditorBEERS, HAMERMAN, COHEN & BURGER PC
Plan history3
Yearassets · accounts · employer contribution
2024$100.6M · 397 accts · $2.7M emplr
2023$97.1M · 388 accts · $2.8M emplr
2022$87.3M · 398 accts · $2.5M emplr
The Withers Bergman LLP 401(k) match · 2024
Employer contribution per active participant$10,561
Median for plans this size$3,635
2024$10,561 per active participant
2023$10,870 per active participant
2022$8,870 per active participant

Withers Bergman LLP'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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$22,284
CAPTRUST · Pension consulting$59,845

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$81,039 · 0.08%
2023$26,080 · 0.03%
2022$20,119 · 0.02%
All plans at this employer2
WITHERS BERGMAN LLP SECTION 401(K) PROFIT SHARING PLAN401(k)
WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN401(k)
Same employer
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Murtha Cullina LLP CT$114.9M · 0.11%
Dynata, LLC CT$114.1M · 0.18%
Cummings & Lockwood LLC CT$107.2M · 0.06%
Rws Life Sciences Inc. CT$104.4M · 0.38%
Greenwich Associates LLC CT$98.1M · 0.04%
Envision Pharma, Inc. CT$92.0M · 0.34%
Cyient, Inc. CT$89.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061638121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.