Plan Ledger DOL Form 5500 · updated monthly

Heliocampus, Inc.401(k)

HELIOCAMPUS 401(K) PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Heliocampus, Inc. reported $44,438 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $5,950 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 0.37% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (982nd of 1,671), and 7,903rd of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,299,326
Participants with balances145
Active participants104
Employer contributions$618,809
Employee contributions$1,126,714
Employer contribution per active participant$5,950
Average account balance$71,030
Benefits paid to participants$2,392,719
Plan auditUnmodified (clean) audit opinion
AuditorCST GROUP, CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 145 accts · $619K emplr
2023$9.4M · 168 accts · $578K emplr
2022$6.7M · 136 accts · $532K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,968
Investment management$31,470
Total administrative$44,438
The Heliocampus, Inc. 401(k) match · 2024
Employer contribution per active participant$5,950
Median for plans this size$1,313
2024$5,950 per active participant
2023$4,937 per active participant
2022$5,116 per active participant

Heliocampus, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
MML INVESTORS SERVICES LLC · Investment advisory (plan)$18,193
TRIBRIDGE PARTNERS FINANCIAL LLC · Investment advisory (plan)$11,054
EMPOWER ADVISORY GROUP, LLC · Investment management$2,223

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$44,438 · 0.45%
2023$34,674 · 0.43%
2022$23,020 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Maryland
Digicon Corporation MD$10.7M · 0.46%
Ctr Management, Inc MD$10.6M · 0.40%
The Fireline Corporation MD$10.5M · 0.60%
Clearview Consulting, Inc. MD$10.5M · 0.54%
Analygence, Inc. MD$10.1M · 0.88%
Swingtech Consulting, Inc. MD$10.0M · 0.22%
Brmi Holdings Corporation MD$9.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475197643 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.