Plan Ledger DOL Form 5500 · updated monthly

Julius Silvert, Inc.401(k)

JULIUS SILVERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Julius Silvert, Inc. reported $306 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $438 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,182nd of 3,651), and 10,544th of 11,654 in professional & technical services. In 2022, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,990,168
Participants with balances38
Active participants149
Employer contributions$65,237
Employee contributions$238,872
Employer contribution per active participant$438
Average account balance$78,689
Benefits paid to participants$348,257
Plan auditUnmodified (clean) audit opinion
AuditorLOCKE & WELSH, P.C.
The Julius Silvert, Inc. 401(k) match · 2022
Employer contribution per active participant$438
Median for plans this size$1,114

Julius Silvert, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$306 · 0.01%
Same employer
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Questeq, Inc. PA$3.2M · 0.01%
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Sallus Retirement LLC PA$2.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231626373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.