Plan Ledger DOL Form 5500 · updated monthly

Escal Institute of Advanced Technologies, Inc.401(k)

ESCAL INSTITUTE 401(K )PLAN · NORTH BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Escal Institute of Advanced Technologies, Inc. reported $53,415 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,968 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 rose from 0.02% to 0.08%. 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 229th-largest of 1,671 plans among Maryland employers on file, and the 1,932nd of 11,654 in professional & technical services. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 500 to 582 since 2022.

Plan summary
Net assets, end of year$74,992,881
Participants with balances513
Active participants582
Employer contributions$2,309,617
Employee contributions$5,856,752
Employer contribution per active participant$3,968
Average account balance$146,185
Benefits paid to participants$5,985,227
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$75.0M · 513 accts · $2.3M emplr
2023$60.5M · 495 accts · $2.2M emplr
2022$45.1M · 467 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Investment management$12,822
Total administrative$53,415
The Escal Institute of Advanced Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$3,968
Median for plans this size$3,635
2024$3,968 per active participant
2023$4,320 per active participant
2022$3,714 per active participant

Escal Institute of Advanced Technologies, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$45,253
MORGAN STANLEY · Consulting$15,252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,822
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$53,415 · 0.08%
2023$66,674 · 0.13%
2022$8,256 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Maryland
Learn IT Systems, LLC MD$77.5M · 0.03%
Gcom Software LLC MD$75.5M · 0.24%
Jbs International, Inc. MD$74.0M · 0.02%
Sc&H Group, Inc. MD$74.0M · 0.15%
Indyne, Inc. MD$72.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521935637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.