Employers › Whiteman Osterman & Hanna
Recordkeeping fees per participant · Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan · plan year 2024
$187.71
Higher than 94% of the 5,847 plans $50 to 250M that report it.
= $40,921 / 218
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013160135NAL0000808211002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160135NAL0000808211002, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$197.70
Higher than 84% of the 8,758 plans $50 to 250M that report it.
= $43,099 / 218
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013160135NAL0000808211002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160135NAL0000808211002, received 2025-10-13
Administrative expenses per participant
$260.59
Higher than 81% of the 9,042 plans $50 to 250M that report it.
= $56,808 / 218
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160135NAL0000808211002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160135NAL0000808211002, received 2025-10-13
Administrative expenses as a share of assets
0.054%
Higher than 21% of the 9,049 plans $50 to 250M that report it.
= $56,808 / $104,803,338
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160135NAL0000808211002, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013160135NAL0000808211002, received 2025-10-13
Employer contributions per participant
$10,524
Higher than 94% of the 9,105 plans $50 to 250M that report it.
= $2,294,311 / 218
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160135NAL0000808211002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160135NAL0000808211002, received 2025-10-13
Employer share of total contributions
55.4%
Higher than 94% of the 9,112 plans $50 to 250M that report it.
= $2,294,311 / $4,141,501
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160135NAL0000808211002, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013160135NAL0000808211002, received 2025-10-13
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013160135NAL0000808211002, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WHITEMAN OSTERMAN & HANNA LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Plan name | WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Sponsor EIN / plan number | 14-1564599 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Sponsor location | ALBANY, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Participants, beginning of year | 210 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Active participants | 161 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Participants, end of year | 220 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Participants with an account balance | 218 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total assets, beginning of year | $94,084,579 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total assets, end of year | $104,803,338 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Net assets, end of year | $104,803,338 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total income | $17,473,901 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Net income | $10,719,509 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Employer contributions | $2,294,311 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Participant contributions | $1,534,044 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Other contributions (incl. rollovers) | $313,146 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total contributions | $4,141,501 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Benefit payments | $6,692,660 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $6,754,392 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Total administrative expenses | $56,808 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Recordkeeping fees | $40,921 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| IQPA audit fees | $2,178 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Investment advisory and management fees | $13,709 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Administrative expenses excluding investment management | $43,099 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Held in common/collective trusts | $1,182,165 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Held in mutual funds | $96,164,666 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013160135NAL0000808211002, received 2025-10-13 |
| Independent auditor | BST & CO. CPS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013160135NAL0000808211002, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013160135NAL0000808211002, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $44,730 | no |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $9,900 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013160135NAL0000808211002, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $94,084,579 | $104,803,338 | 11.4% |
| Participants with a balance | 197 | 218 | 10.7% |
| Administrative expenses | $80,983 | $56,808 | -29.9% |
| Recordkeeping fees per participant | $283.84 | $187.71 | -33.9% |
| Employer contributions | $2,161,472 | $2,294,311 | 6.1% |
Prior filing 20240812083145NAL0005371491001, received 2024-08-12; the plan years are contiguous.
Sponsor name as filed: WHITEMAN OSTERMAN & HANNA LLP; SEC registrant: WHITEMAN OSTERMAN & HANNA /FA (CIK 1040083, matched by EIN).