Retirement plan

GEFFEN, MESHER & CO., P.C. 401(K) PLAN

Name: GEFFEN, MESHER & COMPANY, P.C. - GEFFEN, MESHER & CO., P.C. 401(K) PLAN (2024) Form 5500
Creator: GEFFEN, MESHER & COMPANY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEFFEN, MESHER & CO., P.C. 401(K) PLAN, GEFFEN, MESHER & COMPANY, P.C.

GEFFEN, MESHER & COMPANY, P.C.EIN 93-1042710Plan #001PY 2024

888 SW 5TH AVE., SUITE 800 - PORTLAND, OR 972042066503-221-0141douglovettcpa.comLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$40.9M

+21.7% from 2023

Total participants

245

-1.6% from 2023

Average account balance

$166,907

+23.7% from 2023

Annual return

14.21%

-2.39 pp from 2023

Benchmarks

See 6,297 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,297 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$40.89M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

245

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

$3.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CONSULTING ACTUARIAL GROUP, INC.1 year Filed as: CONSULTING LLC DESCHUTES INVESTMENT Service code 27 200 SW MARKET ST STE 550 · PORTLAND, OR 97201	Advisory (Plan)	$11,239
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD, CO 80111	Recordkeeping Fees	$10,015
LARSON GROSS PLLC1 year Service code 99 2211 RIMLAND DR STE 422 · BELLINGHAM, WA 98226	Other Fees	$5,388

Plan features & details

Pension benefit codes2A2E2F2G2S3D2T

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$31K

$190 / participant

Recordkeeping$31K100.0%

% of EOY assets

0.076%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LARSON GROSS ASSURANCE, PLLC
Auditor EIN: 332373484
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,907

$101,317+64.7%

$146,958+13.6%

$74,495+124.1%

Participation rate

100.0%

75.5%+24.5pp

82.2%+17.8pp

67.2%+32.8pp

Annual return

14.21%

8730.91%-8716.7pp

418.34%-404.1pp

1364.94%-1350.7pp

Employer contribution / active EE

$11,052

$3,810+190.1%

$4,933+124.0%

$2,623+321.3%

Participant deferral / active EE

$9,714

$7,303+33.0%

$8,070+20.4%

$4,346+123.5%

Admin fee / account holder

$126

$1,739-92.7%

$12,998-99.0%

$1,942-93.5%

Provider

Service type

Compensation

CONSULTING ACTUARIAL GROUP, INC.1 year

Filed as: CONSULTING LLC DESCHUTES INVESTMENT

Service code 27

200 SW MARKET ST STE 550 · PORTLAND, OR 97201

Advisory (Plan)

$11,239

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO OF AME

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD RD · GREENWOOD, CO 80111

Recordkeeping Fees

$10,015

LARSON GROSS PLLC1 year

Service code 99

2211 RIMLAND DR STE 422 · BELLINGHAM, WA 98226

Other Fees

$5,388

GEFFEN, MESHER & CO., P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEFFEN, MESHER & CO., P.C. 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