Civic Intelligence

The Expert Institute

Plan context: The Expert Institute Retirement Trust

EIN 27-3779761 • New York, NY • 13 filings • 2 plans

48 Wall StreetFloors 31-33New York, NY 10005
Current Snapshot

Latest Year

2024

2024 Participants

175

2024 Assets

$10,676,925

2024 Contributions

$2,256,150

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,676,925$5,338,463$0201420192024YearValue
$10,676,925Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

193970201420192024YearValue
175Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241175$10,676,925$2,256,150$12,892iApproximate average salary by contribution assumption: employee only about $322,307 at 4% or $214,871 at 6%; with 50% employer match about $214,871 at 4% or $143,248 at 6%; with 100% employer match about $161,154 at 4% or $107,436 at 6%.
The Expert Institute Retirement Trust-175$10,676,925$2,256,150$12,892iApproximate average salary by contribution assumption: employee only about $322,307 at 4% or $214,871 at 6%; with 50% employer match about $214,871 at 4% or $143,248 at 6%; with 100% employer match about $161,154 at 4% or $107,436 at 6%.
20232185$8,734,731$2,285,432$12,354iApproximate average salary by contribution assumption: employee only about $308,842 at 4% or $205,895 at 6%; with 50% employer match about $205,895 at 4% or $137,263 at 6%; with 100% employer match about $154,421 at 4% or $102,947 at 6%.
The Expert Institute Retirement Trust-185$8,734,731$2,285,432$12,354iApproximate average salary by contribution assumption: employee only about $308,842 at 4% or $205,895 at 6%; with 50% employer match about $205,895 at 4% or $137,263 at 6%; with 100% employer match about $154,421 at 4% or $102,947 at 6%.
THE EXPERT INSTITUTE GROUP, INC. HEALTH & WELFARE BENEFIT PLAN-177---
20222193$6,129,824$2,446,949$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
The Expert Institute Retirement Trust-193$6,129,824$2,446,949$12,678iApproximate average salary by contribution assumption: employee only about $316,962 at 4% or $211,308 at 6%; with 50% employer match about $211,308 at 4% or $140,872 at 6%; with 100% employer match about $158,481 at 4% or $105,654 at 6%.
THE EXPERT INSTITUTE GROUP, INC. HEALTH & WELFARE BENEFIT PLAN-175---
20211182$5,400,773$1,816,797$9,982iApproximate average salary by contribution assumption: employee only about $249,560 at 4% or $166,373 at 6%; with 50% employer match about $166,373 at 4% or $110,916 at 6%; with 100% employer match about $124,780 at 4% or $83,187 at 6%.
The Expert Institute Retirement Trust-182$5,400,773$1,816,797$9,982iApproximate average salary by contribution assumption: employee only about $249,560 at 4% or $166,373 at 6%; with 50% employer match about $166,373 at 4% or $110,916 at 6%; with 100% employer match about $124,780 at 4% or $83,187 at 6%.
20201142$3,487,677$1,365,425$9,616iApproximate average salary by contribution assumption: employee only about $240,392 at 4% or $160,261 at 6%; with 50% employer match about $160,261 at 4% or $106,841 at 6%; with 100% employer match about $120,196 at 4% or $80,131 at 6%.
The Expert Institute Retirement Trust-142$3,487,677$1,365,425$9,616iApproximate average salary by contribution assumption: employee only about $240,392 at 4% or $160,261 at 6%; with 50% employer match about $160,261 at 4% or $106,841 at 6%; with 100% employer match about $120,196 at 4% or $80,131 at 6%.
20191150$1,971,936$974,275$6,495iApproximate average salary by contribution assumption: employee only about $162,379 at 4% or $108,253 at 6%; with 50% employer match about $108,253 at 4% or $72,169 at 6%; with 100% employer match about $81,190 at 4% or $54,126 at 6%.
The Expert Institute Retirement Trust-150$1,971,936$974,275$6,495iApproximate average salary by contribution assumption: employee only about $162,379 at 4% or $108,253 at 6%; with 50% employer match about $108,253 at 4% or $72,169 at 6%; with 100% employer match about $81,190 at 4% or $54,126 at 6%.
2018191$886,038$619,804$6,811iApproximate average salary by contribution assumption: employee only about $170,276 at 4% or $113,517 at 6%; with 50% employer match about $113,517 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,759 at 6%.
The Expert Institute Retirement Trust-91$886,038$619,804$6,811iApproximate average salary by contribution assumption: employee only about $170,276 at 4% or $113,517 at 6%; with 50% employer match about $113,517 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,759 at 6%.
2017156$404,545$247,093$4,412iApproximate average salary by contribution assumption: employee only about $110,309 at 4% or $73,540 at 6%; with 50% employer match about $73,540 at 4% or $49,026 at 6%; with 100% employer match about $55,155 at 4% or $36,770 at 6%.
The Expert Institute Retirement Trust-56$404,545$247,093$4,412iApproximate average salary by contribution assumption: employee only about $110,309 at 4% or $73,540 at 6%; with 50% employer match about $73,540 at 4% or $49,026 at 6%; with 100% employer match about $55,155 at 4% or $36,770 at 6%.
2016120$151,377$113,876$5,694iApproximate average salary by contribution assumption: employee only about $142,345 at 4% or $94,897 at 6%; with 50% employer match about $94,897 at 4% or $63,264 at 6%; with 100% employer match about $71,173 at 4% or $47,448 at 6%.
The Expert Institute Retirement Trust-20$151,377$113,876$5,694iApproximate average salary by contribution assumption: employee only about $142,345 at 4% or $94,897 at 6%; with 50% employer match about $94,897 at 4% or $63,264 at 6%; with 100% employer match about $71,173 at 4% or $47,448 at 6%.
2015110$41,587$37,919$3,792iApproximate average salary by contribution assumption: employee only about $94,798 at 4% or $63,198 at 6%; with 50% employer match about $63,198 at 4% or $42,132 at 6%; with 100% employer match about $47,399 at 4% or $31,599 at 6%.
The Expert Institute Retirement Trust-10$41,587$37,919$3,792iApproximate average salary by contribution assumption: employee only about $94,798 at 4% or $63,198 at 6%; with 50% employer match about $63,198 at 4% or $42,132 at 6%; with 100% employer match about $47,399 at 4% or $31,599 at 6%.
201411$4,997$4,912$4,912iApproximate average salary by contribution assumption: employee only about $122,800 at 4% or $81,867 at 6%; with 50% employer match about $81,867 at 4% or $54,578 at 6%; with 100% employer match about $61,400 at 4% or $40,933 at 6%.
The Expert Institute Retirement Trust-1$4,997$4,912$4,912iApproximate average salary by contribution assumption: employee only about $122,800 at 4% or $81,867 at 6%; with 50% employer match about $81,867 at 4% or $54,578 at 6%; with 100% employer match about $61,400 at 4% or $40,933 at 6%.