Plan Ledger DOL Form 5500 · updated monthly

Brown Schultz Sheridan & Fritz401(k)

BROWN SCHULTZ SHERIDAN & FRITZ RETIREMENT PLAN · CAMP HILL, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Brown Schultz Sheridan & Fritz reported $95,331 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,091 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 3 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,203rd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,271st of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has shrunk from 156 to 139 since 2022.

Plan summary
Net assets, end of year$29,188,100
Participants with balances156
Active participants139
Employer contributions$568,714
Employee contributions$1,317,206
Employer contribution per active participant$4,091
Average account balance$187,103
Benefits paid to participants$3,774,875
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 156 accts · $569K emplr
2023$27.5M · 145 accts · $514K emplr
2022$22.8M · 172 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,634
Investment management$31,697
Total administrative$95,331
The Brown Schultz Sheridan & Fritz 401(k) match · 2024
Employer contribution per active participant$4,091
Median for plans this size$2,416
2024$4,091 per active participant
2023$3,721 per active participant
2022$3,220 per active participant

Brown Schultz Sheridan & Fritz's 2024 employer contribution ran above the $2,416 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 · 20241
ASSETMARK RETIREMENT SERVICES · Recordkeeping$95,331

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

Recordkeeper by year2
2024ASSETMARK RETIREMENT SERVICES
2023ASSETMARK RETIREMENT SERVICES

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

Administrative cost history3
2024$95,331 · 0.34%
2023$86,912 · 0.35%
2022$81,357 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
The Horst Group, Inc. PA$31.0M · 0.43%
Definiti LLC PA$30.7M · 0.22%
Comoto Holdings, LLC PA$30.6M · 0.55%
Maillie LLP PA$30.4M · 0.02%
Clinchoice Inc. PA$29.0M · 0.46%
Elemica, Inc. PA$28.6M · 0.32%
Medlogix, LLC PA$27.7M · 0.01%
Mro Corporation PA$27.7M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251644159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.