Plan Ledger DOL Form 5500 · updated monthly

Clark Capital Management Group, Inc.401(k)

CLARK CAPITAL MANAGEMENT GROUP, INC. 401K PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Clark Capital Management Group, Inc. reported $51,393 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $8,454 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 0.27% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,053rd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,166th of 4,798 in finance & insurance. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 129 to 151 since 2022.

Plan summary
Net assets, end of year$35,236,348
Participants with balances168
Active participants151
Employer contributions$1,276,559
Employee contributions$2,545,833
Employer contribution per active participant$8,454
Average account balance$209,740
Benefits paid to participants$4,080,353
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER, & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 168 accts · $1.3M emplr
2023$30.2M · 159 accts · $1.1M emplr
2022$22.8M · 153 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,393
Total administrative$51,393
The Clark Capital Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$8,454
Median for plans this size$2,416
2024$8,454 per active participant
2023$7,939 per active participant
2022$7,568 per active participant

Clark Capital Management Group, 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
PCS RETIREMENT, LLC · Claims processing · Contract administrator$51,393

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$51,393 · 0.16%
2023$37,114 · 0.14%
2022$62,724 · 0.27%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232420504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.