Department of Labor filing

MARGOLIS EDELSTEIN

MARGOLIS EDELSTEIN 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

31filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$2,543

Reported employer contributions per active participant.

Higher than about 39% of comparable plans

#People in the filing

196

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$394 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans

↗Investment performance

Not available

Plan assets changed 1.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202431out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions39th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense12th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MARGOLIS EDELSTEIN reported $498,502 in employer contributions across the plan and 196 active participants. That works out to $2,543 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 20.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context31/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $498,502
Participant contributions: $1,795,653
Other contributions: $53,940
Employer share of reported contributions: 21.7%
Beginning assets: $59,373,512
Ending assets: $60,040,010
Ending net assets: $60,014,650
Ending liabilities: $25,360
Total income: $11,096,852
Total expenses: $10,433,595
Administrative expenses: $107,487
Participant loans: $208,157

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,941

2023

$2,700

2024

$2,543

Plan-paid administrative expenses per participant

2022

$494

2023

$516

2024

$394

Active participants

2022

170

2023

186

2024

196

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,543	196	60M	20251010100259NAL0012280432001
2023	$2,700	186	59.4M	20241015152041NAL0016734419001
2022	$2,941	170	55.1M	20231013141332NAL0067511586001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 232049922-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1983
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2S2T3D2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251010100259NAL0012280432001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗