Plan Ledger DOL Form 5500 · updated monthly

Cas Severn, Inc.401(k)

CAS SEVERN, INC. 401(K) PROFIT SHARING PLAN · LAUREL, MD · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Cas Severn, Inc. reported $2,450 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,237 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 0.008%. 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 455th-largest of 1,671 plans among Maryland employers on file, and the 4,004th of 11,654 in professional & technical services. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,569,877
Participants with balances101
Active participants59
Employer contributions$250,000
Employee contributions$724,764
Employer contribution per active participant$4,237
Average account balance$312,573
Benefits paid to participants$5,070,889
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 101 accts · $250K emplr
2023$31.0M · 112 accts · $100K emplr
2022$27.0M · 113 accts · $150K emplr
The Cas Severn, Inc. 401(k) match · 2024
Employer contribution per active participant$4,237
Median for plans this size$2,416
2024$4,237 per active participant
2023$1,613 per active participant
2022$2,500 per active participant

Cas Severn, Inc.'s 2024 employer contribution ran above the $2,416 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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$2,600

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$2,450 · 0.01%
2023$2,588 · 0.01%
2022$2,306 · 0.01%
Similar plansProfessional & Technical Services · Maryland
Tourgee & Associates, Inc. MD$33.1M · 0.04%
Rda Company, LLC MD$33.0M · 0.28%
Smartlink, LLC MD$31.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521116968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.