Retirement plan

GORDON FEINBLATT MONEY PURCHASE PENSION PLAN

Name: GORDON FEINBLATT LLC - GORDON FEINBLATT MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: GORDON FEINBLATT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GORDON FEINBLATT MONEY PURCHASE PENSION PLAN, GORDON FEINBLATT LLC

GORDON FEINBLATT LLCEIN 52-0627715Plan #002PY 2024

1001 FLEET STREET, SUITE 700 - BALTIMORE, MD 21202410-576-4000gfrlaw.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$53.9M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$53.8M

+13.5% from 2023

Total participants

147

+2.8% from 2023

Average account balance

$365,875

+10.4% from 2023

Annual return

14.60%

+7.40 pp from 2023

Benchmarks

See 28,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,844 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53.78M

Not enough data

1 years with asset history on file

Average account balance

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

$366K

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.

147

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1144

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
WITHUMSMITH+BROWN, PC7 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231	Securities Custodian	$150,857
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201	Consulting	$16,800

Plan features & details

Pension benefit codes2A2C3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$168K

$1716 / participant

Investment mgmt$168K99.7%
Other / not subdivided$4750.3%

% of EOY assets

0.313%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GORFINE, SCHILLER & GARDYN, PA
Auditor EIN: 521239101
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$365,875

$102,422+257.2%

$147,117+148.7%

$80,959+351.9%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.7%+32.3pp

Annual return

14.60%

135.16%-120.6pp

420.54%-405.9pp

35.67%-21.1pp

Employer contribution / active EE

$15,722

$3,717+322.9%

$4,932+218.7%

$2,757+470.2%

Participant deferral / active EE

$6,652-100.0%

$8,065-100.0%

$4,300-100.0%

Admin fee / account holder

$1,144

$7,953-85.6%

$12,993-91.2%

$6,925-83.5%

Provider

Service type

Compensation

WITHUMSMITH+BROWN, PC7 years

Filed as: BROWN ADVISORY SECURITIES

Service code 19 · EIN 75-3014089

901 SOUTH BOND STREET · BALTIMORE, MD 21231

Securities Custodian

$150,857

BOLTON PARTNERS, INC.9+ years

Filed as: BOLTON PARTNERS INVESTCONSULT GRP

Service code 16 · EIN 52-1871508

36 SOUTH CHARLES STREET · BALTIMORE, MD 21201

Consulting

$16,800

GORDON FEINBLATT MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GORDON FEINBLATT MONEY PURCHASE PENSION 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