Retirement plan

ANDREW GERTLER ARTISTS, LLC 401(K) PLAN

Name: ANDREW GERTLER ARTISTS, LLC - ANDREW GERTLER ARTISTS, LLC 401(K) PLAN (2025) Form 5500
Creator: ANDREW GERTLER ARTISTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDREW GERTLER ARTISTS, LLC 401(K) PLAN, ANDREW GERTLER ARTISTS, LLC

ANDREW GERTLER ARTISTS, LLCEIN 27-0426065Plan #001PY 2025

163 NORTH 6TH ST, UNIT A17 - BROOKLYN, NY 11211708-558-0250

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+19.4% from 2024

Total participants

0.0% from 2024

Average account balance

$142,656

+19.4% from 2024

Annual return

17.13%

+4.34 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$143K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4804

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$38K

$5490 / participant

Other / not subdivided$38K100.0%

% of EOY assets

3.368%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$142,656

$149,040-4.3%

$120,225+18.7%

$137,256+3.9%

Participation rate

85.7%

75.4%+10.3pp

69.6%+16.1pp

80.0%+5.8pp

Annual return

17.13%

605.68%-588.6pp

439.23%-422.1pp

220.34%-203.2pp

Employer contribution / active EE

$3,551

$4,350-18.4%

$3,475+2.2%

$4,156-14.6%

Participant deferral / active EE

$4,988

$4,655+7.2%

$3,999+24.7%

$6,407-22.1%

Admin fee / account holder

$4,804

$6,348-24.3%

$5,696-15.7%

$12,270-60.8%

ANDREW GERTLER ARTISTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDREW GERTLER ARTISTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion