Plan Ledger DOL Form 5500 · updated monthly

A Square Group401(k)

A SQUARE GROUP 401(K) PLAN · FREDERICK, MD · plan year 2024

Reported admin expense ratio · 2024
0.72%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

A Square Group reported $40,008 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $3,315 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (1,183rd of 1,671), and 9,293rd of 11,654 in professional & technical services. In 2024, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,244,901
Participants with balances230
Active participants100
Employer contributions$331,484
Employee contributions$796,260
Employer contribution per active participant$3,315
Average account balance$27,152
Benefits paid to participants$440,746
Plan auditUnmodified (clean) audit opinion
AuditorJS MORLU, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$6.2M · 230 accts · $331K emplr
2023$4.8M · 232 accts · $566K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,367
Investment management$16,641
Total administrative$40,008
The A Square Group 401(k) match · 2024
Employer contribution per active participant$3,315
Median for plans this size$1,313
2024$3,315 per active participant
2023$4,358 per active participant

A Square Group's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$23,367
LPL FINANCIAL RPCP · Investment advisory (plan)$16,641

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$40,008 · 0.72%
2023$28,821 · 0.74%
Same employer
Similar plansProfessional & Technical Services · Maryland
Highrise Consulting, Inc MD$6.3M · 0.30%
Mpf Federal LLC MD$6.2M · 0.22%
Apisource, Inc. MD$6.2M · 0.29%
Blue Corona, Inc. MD$6.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263504429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.