Plan Ledger DOL Form 5500 · updated monthly

Boenning & Scattergood, Inc.401(k)

BOENNING & SCATTERGOOD, INC. SALARY DEFERRAL & PROFIT SHARING RETIREMENT PLAN · WEST CONSHOHOCKEN, PA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Boenning & Scattergood, Inc. reported $9,977 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio fell from 0.04% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,673rd-largest of 3,651 plans among Pennsylvania employers on file, and 3,265th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$17,503,476
Participants with balances110
Active participants72
Employer contributions$0
Employee contributions$1,271,129
Employer contribution per active participant$0
Average account balance$159,123
Benefits paid to participants$13,640,714
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2023$20K · 3 accts
2022$17.5M · 110 accts
Administrative expenses, itemized · 2022
Investment management$6,888
Professional / advisory$3,089
Total administrative$9,977
The Boenning & Scattergood, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Boenning & Scattergood, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$63 · 0.00%
2022$9,977 · 0.04%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Community Bank PA$18.5M · 0.37%
Linkbancorp, Inc. PA$16.7M · 0.09%
At Retirement Services PA$16.2M · 0.63%
Mortgage Connect, LP PA$15.7M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231720062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.