Plan Ledger DOL Form 5500 · updated monthly

Conrad M. Siegel, Inc.401(k)

CONRAD SIEGEL 401(K) PROFIT SHARING PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Conrad M. Siegel, Inc. reported $13,330 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,275 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 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 457th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,464th of 11,654 in professional & technical services. In 2024, the employer put in $2.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$103,233,106
Participants with balances168
Active participants125
Employer contributions$2,159,320
Employee contributions$923,858
Employer contribution per active participant$17,275
Average account balance$614,483
Benefits paid to participants$2,275,440
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.2M · 168 accts · $2.2M emplr
2023$90.7M · 176 accts · $2.0M emplr
2022$78.4M · 171 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,330
Total administrative$13,330
The Conrad M. Siegel, Inc. 401(k) match · 2024
Employer contribution per active participant$17,275
Median for plans this size$3,635
2024$17,275 per active participant
2023$16,503 per active participant
2022$15,805 per active participant

Conrad M. Siegel, Inc.'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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$13,331

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$13,330 · 0.01%
2023$11,378 · 0.01%
2022$17,718 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 231669823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.