Plan Ledger DOL Form 5500 · updated monthly

Exceptional Software Strategies, Inc.401(k)

EXCEPTIONAL SOFTWARE STRATEGIES, INC. 401(K) RETIREMENT PLAN · LINTHICUM, MD · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Exceptional Software Strategies, Inc. reported $51,073 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $7,600 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (869th of 1,671), and 7,243rd of 11,654 in professional & technical services. In 2022, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,475,291
Participants with balances80
Active participants55
Employer contributions$418,015
Employee contributions$899,585
Employer contribution per active participant$7,600
Average account balance$155,941
Benefits paid to participants$3,197,475
Plan auditUnmodified (clean) audit opinion
AuditorKATZABOSCH
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,458
Investment management$15,046
Professional / advisory$22,569
Total administrative$51,073
The Exceptional Software Strategies, Inc. 401(k) match · 2022
Employer contribution per active participant$7,600
Median for plans this size$2,266

Exceptional Software Strategies, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$51,073 · 0.35%
Similar plansProfessional & Technical Services · Maryland
Lotame Solutions, Inc. MD$12.8M · 0.34%
Eba Engineering, Inc. MD$12.6M · 0.25%
Standard Solar, Inc. MD$12.5M · 0.47%
Colliflower, Inc. MD$12.4M · 0.32%
Tandium Corporation MD$12.4M · 0.82%
Psi Pax, Inc. MD$12.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521975808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.