Plan Ledger DOL Form 5500 · updated monthly

Campbell & Company, LP401(k)

CAMPBELL & COMPANY 401K PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Campbell & Company, LP reported $16,085 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $34,309 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 0.03% to 0.02%. 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 184th-largest of 1,671 plans among Maryland employers on file, and the 1,039th of 4,798 in finance & insurance. In 2024, the employer put in $1.63 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$95,182,283
Participants with balances108
Active participants64
Employer contributions$2,195,769
Employee contributions$1,347,982
Employer contribution per active participant$34,309
Average account balance$881,317
Benefits paid to participants$2,091,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.2M · 108 accts · $2.2M emplr
2023$80.3M · 111 accts · $2.0M emplr
2022$74.7M · 112 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,085
Total administrative$16,085
The Campbell & Company, LP 401(k) match · 2024
Employer contribution per active participant$34,309
Median for plans this size$3,635
2024$34,309 per active participant
2023$30,959 per active participant
2022$29,308 per active participant

Campbell & Company, LP'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 · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$16,085

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$16,085 · 0.02%
2023$18,154 · 0.02%
2022$19,550 · 0.03%
Similar plansFinance & Insurance · Maryland
Secu Credit Union MD$116.8M · 0.21%
Mariner Finance LLC MD$112.7M · 0.30%
Tower Federal Credit Union MD$110.1M · 0.13%
Ullico Inc. MD$104.3M · 0.05%
Shore United Bank MD$71.8M · 0.22%
NASA Federal Credit Union MD$71.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472473976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.