Plan Ledger DOL Form 5500 · updated monthly

Planned Systems International, Inc.401(k)

PLANNED SYSTEMS INTERNATIONAL, INC. 401(K) PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Planned Systems International, Inc. reported $319,815 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,555 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 0.19% to 0.31%. 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 165th-largest of 1,671 plans among Maryland employers on file, and the 1,417th of 11,654 in professional & technical services. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,868,192
Participants with balances1,745
Active participants1,298
Employer contributions$3,317,002
Employee contributions$7,752,848
Employer contribution per active participant$2,555
Average account balance$61,243
Benefits paid to participants$17,778,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.9M · 1,745 accts · $3.3M emplr
2023$99.8M · 1,824 accts · $3.7M emplr
2022$88.4M · 1,768 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,487
Investment management$84,004
Audit (IQPA)$25,400
Total administrative$319,815
The Planned Systems International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,555
Median for plans this size$3,635
2024$2,555 per active participant
2023$3,076 per active participant
2022$3,119 per active participant

Planned Systems International, Inc.'s 2024 employer contribution ran below the $3,635 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
EMPOWER ADVISORY GROUP, LLC · Investment management$46,924
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$37,080
SC&H ATTEST SERVICES PC · Accounting / audit$25,400

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$319,815 · 0.31%
2023$244,377 · 0.26%
2022$160,592 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Maryland
Apex Companies, LLC MD$111.8M · 0.02%
A.I. Solutions, Inc. MD$101.5M · 0.10%
Human Resources, Inc. MD$99.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521576690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.