Peer grade: C+· admin costs + employer contributions vs same-size plans · how grading works
American Tcs Fiduciary Services, LLC reported $141,969 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,196 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.
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 484th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,025th of 4,798 in finance & insurance. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.
Plan summary
Net assets, end of year$97,027,581
Participants with balances801
Active participants759
Employer contributions$2,426,141
Employee contributions$1,840,710
Employer contribution per active participant$3,196
Average account balance$121,133
Benefits paid to participants$2,276,750
Plan auditUnmodified (clean) audit opinion
AuditorSCHMIDTLEIN & ASSOCIATES, CPA'S, PA
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,043
Investment management$30,926
Total administrative$141,969
The American Tcs Fiduciary Services, LLC 401(k) match · 2024
Employer contribution per active participant$3,196
Median for plans this size$3,635
American Tcs Fiduciary Services, LLC's 2024 employer contribution ran below 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 · 20243
UNIFIED TRUST COMPANY · Recordkeeping · Loan processing$81,205
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Recordkeeper by year2
2024AMERICANTCS FIDUCIARY SERVICES, LLC, AT RETIREMENT SERVICES, LLC, AT RETIRMENT SEVICES, Ameritas, CPI QUALIFIED PLAN CONSULTANTS, INC, UNIFIED TRUST COMPANY
2023AMERICANTCS FIDUCIARY SERVICES, LLC, Ameritas
This plan has changed recordkeepers within these filings. If you left American Tcs Fiduciary Services, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Source: U.S. Department of Labor, Form 5500 series, EIN 932789379 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.