Retirement plan

SILVERMAN CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN

Name: SILVERMAN CONSULTING INC. - SILVERMAN CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: SILVERMAN CONSULTING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILVERMAN CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN, SILVERMAN CONSULTING INC.

SILVERMAN CONSULTING INC.EIN 36-3185553Plan #001PY 2025

1 N. WACKER DRIVE, SUITE 3925 - CHICAGO, IL 60606847-470-0200silvermanconsulting.netLinkedIn11-50 employeesmanagement consulting

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$25M

-2.0% from 2024

Total participants

+10.3% from 2024

Average account balance

$580,802

-13.4% from 2024

Annual return

12.41%

+1.42 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.97M

Not enough data

1 years with asset history on file

Average account balance

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

$581K

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.

148.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116019

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5.0M

$172027 / participant

Other / not subdivided$5M100.0%

% of EOY assets

19.976%

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

$580,802

$106,749+444.1%

$145,433+299.4%

$82,448+604.4%

Participation rate

100.0%

75.6%+24.4pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

12.41%

27.59%-15.2pp

66.58%-54.2pp

41.64%-29.2pp

Employer contribution / active EE

$24,152

$3,444+601.2%

$4,554+430.3%

$2,551+846.8%

Participant deferral / active EE

$19,726

$6,519+202.6%

$7,897+149.8%

$4,139+376.5%

Admin fee / account holder

$116,019

$8,390+1282.8%

$13,129+783.7%

$7,234+1503.7%

SILVERMAN CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SILVERMAN CONSULTING, INC. 401(K) AND PROFIT SHARING 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