Plan Ledger DOL Form 5500 · updated monthly

Wolf-Gordon, Inc.401(k)

WOLF-GORDON, INC. PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Wolf-Gordon, Inc. reported $105,533 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,451 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 0.75% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,738th-largest of 5,648 plans among New York employers on file, and 2,130th of 4,246 in wholesale trade. In 2024, employees put in $7.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,316,831
Participants with balances117
Active participants111
Employer contributions$161,032
Employee contributions$1,205,014
Employer contribution per active participant$1,451
Average account balance$148,007
Benefits paid to participants$1,704,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 117 accts · $161K emplr
2023$15.8M · 109 accts · $42K emplr
2022$12.5M · 103 accts · $35K emplr
Administrative expenses, itemized · 2024
Investment management$114,294
Total administrative$105,533
The Wolf-Gordon, Inc. 401(k) match · 2024
Employer contribution per active participant$1,451
Median for plans this size$2,416
2024$1,451 per active participant
2023$393 per active participant
2022$334 per active participant

Wolf-Gordon, Inc.'s 2024 employer contribution ran below 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 · 20244
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$75,011
EMPOWER ADVISORY GROUP, LLC · Investment management$19,055
ALTIGRO PENSION SERVICES INC · Contract administrator$1,200

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$105,533 · 0.64%
2023$100,265 · 0.71%
2022$101,193 · 0.75%
Same employer
Similar plansWholesale Trade · New York
Case Paper Co., Inc. NY$17.9M · 0.60%
Hanes Supply, Inc. NY$17.7M · 0.14%
Ergonomic Group, Inc. NY$17.6M · 0.30%
E. Gluck Corporation NY$17.6M · 0.02%
Touton Holdings, LTD NY$17.1M · 0.61%
Sfi Aip Holdings, LLC NY$16.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132589761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.