Plan Ledger DOL Form 5500 · updated monthly

American Society for Testing and Materials403(b)

ASTM TAX SHELTERED SAVINGS PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

American Society for Testing and Materials reported $25,722 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,942 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 rose from 0.035% to 0.038%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 605th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,985th of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,978,750
Participants with balances360
Active participants311
Employer contributions$1,536,831
Employee contributions$3,146,902
Employer contribution per active participant$4,942
Average account balance$202,719
Benefits paid to participants$5,069,634
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPERLLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.0M · 360 accts · $1.5M emplr
2023$63.4M · 342 accts · $1.4M emplr
2022$54.7M · 344 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,094
Investment management$23,628
Total administrative$25,722
Employer contributions to the American Society for Testing and Materials plan · 2024
Employer contribution per active participant$4,942
Median for plans this size$3,635
2024$4,942 per active participant
2023$4,770 per active participant
2022$4,471 per active participant

American Society for Testing and Materials's 2024 employer contribution ran above the $3,635 median for plans its size. 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,628
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,094

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

Administrative cost history3
2024$25,722 · 0.04%
2023$22,816 · 0.04%
2022$20,912 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Employshare, Inc. PA$78.0M · 0.00%
Modjeski and Masters, Inc. PA$77.2M · 0.00%
Turnberry Solutions, Inc. PA$76.7M · 0.07%
Data Systems Analysts, Inc. PA$72.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.