Plan Ledger DOL Form 5500 · updated monthly

Aberdeen Standard Investments401(k)

ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Aberdeen Standard Investments reported $4,558 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26,741 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 fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 282nd-largest of 3,651 plans among Pennsylvania employers on file, and the 579th of 4,798 in finance & insurance. In 2024, the employer put in $2.01 for every $1.00 employees contributed themselves; active participation has shrunk from 285 to 204 since 2022.

Plan summary
Net assets, end of year$200,272,340
Participants with balances516
Active participants204
Employer contributions$5,455,136
Employee contributions$2,719,715
Employer contribution per active participant$26,741
Average account balance$388,125
Benefits paid to participants$27,924,869
Plan auditUnmodified (clean) audit opinion
AuditorTORILLO & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$200.3M · 516 accts · $5.5M emplr
2023$189.3M · 533 accts · $6.3M emplr
2022$171.3M · 561 accts · $7.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,558
Total administrative$4,558
The Aberdeen Standard Investments 401(k) match · 2024
Employer contribution per active participant$26,741
Median for plans this size$3,635
2024$26,741 per active participant
2023$28,045 per active participant
2022$24,941 per active participant

Aberdeen Standard Investments's 2024 employer contribution ran above the $3,635 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
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$4,558
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$4,558 · 0.00%
2023$3,737 · 0.00%
2022$15,536 · 0.01%
Same employer
Similar plansFinance & Insurance · Pennsylvania
The Glenmede Corporation PA$230.3M · 0.03%
Geisinger Health Plan PA$196.7M · 0.03%
Pfm Financial Advisors LLC PA$176.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510368279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.