Plan Ledger DOL Form 5500 · updated monthly

Keiter, Stephens, Hurst, Gary & Shreaves, P.C.401(k)

KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Keiter, Stephens, Hurst, Gary & Shreaves, P.C. reported $120,195 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,077 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 0.41% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 473rd-largest of 2,266 plans among Virginia employers on file, and the 2,678th of 11,654 in professional & technical services. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 176 to 211 since 2022.

Plan summary
Net assets, end of year$52,111,548
Participants with balances296
Active participants211
Employer contributions$649,227
Employee contributions$2,103,992
Employer contribution per active participant$3,077
Average account balance$176,053
Benefits paid to participants$2,622,301
Plan auditUnmodified (clean) audit opinion
AuditorWALL, EINHORN, & CHERNITZER
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 296 accts · $649K emplr
2023$45.4M · 279 accts · $855K emplr
2022$41.0M · 260 accts · $958K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,689
Investment management$34,000
Audit (IQPA)$15,781
Total administrative$120,195
The Keiter, Stephens, Hurst, Gary & Shreaves, P.C. 401(k) match · 2024
Employer contribution per active participant$3,077
Median for plans this size$2,416
2024$3,077 per active participant
2023$4,382 per active participant
2022$5,445 per active participant

Keiter, Stephens, Hurst, Gary & Shreaves, P.C.'s 2024 employer contribution ran above the $2,416 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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$34,000
WALL EINHORN & CHERNITZER PC · Accounting / audit$15,781
WILCOX & SAVAGE P.C · Legal$2,725

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$120,195 · 0.25%
2023$139,593 · 0.32%
2022$190,514 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Virginia
Fors Marsh Group, LLC VA$53.6M · 0.16%
Dev Technology Group, Inc VA$53.3M · 0.14%
Sands Anderson PC VA$51.1M · 0.21%
Management Concepts VA$50.9M · 0.15%
Probity, Inc. VA$50.5M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541631262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.