Plan Ledger DOL Form 5500 · updated monthly

Kessler, Topaz, Meltzer & Check, LLP401(k)

KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN · RADNOR, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Kessler, Topaz, Meltzer & Check, LLP reported $135,180 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,462 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 0.44% to 0.25%. 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 699th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,431st of 11,654 in professional & technical services. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,394,469
Participants with balances252
Active participants187
Employer contributions$1,395,414
Employee contributions$2,136,484
Employer contribution per active participant$7,462
Average account balance$231,724
Benefits paid to participants$1,394,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.4M · 252 accts · $1.4M emplr
2023$49.3M · 257 accts · $1.2M emplr
2022$40.6M · 237 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,283
Investment management$57,297
Total administrative$135,180
The Kessler, Topaz, Meltzer & Check, LLP 401(k) match · 2024
Employer contribution per active participant$7,462
Median for plans this size$3,635
2024$7,462 per active participant
2023$6,456 per active participant
2022$6,196 per active participant

Kessler, Topaz, Meltzer & Check, LLP's 2024 employer contribution ran above the $3,635 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 · 20243
CORNERSTONE ADVISORS ASSET MGMT LLC · Investment advisory (plan)$57,297
THE MANDMARBLESTONE GROUP LLC · Contract administrator$31,600

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$135,180 · 0.25%
2023$101,051 · 0.22%
2022$193,610 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Sagent Lending Technologies PA$61.5M · 0.12%
Hka Global, Inc. PA$60.1M · 0.03%
Margolis Edelstein PA$60.0M · 0.18%
Kreischer Miller PA$59.2M · 0.15%
M3 USA Corporation PA$58.1M · 0.22%
Ballinger Company PA$57.4M · 0.01%
Larson Design Group, Inc. PA$56.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232977382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.