Plan Ledger DOL Form 5500 · updated monthly

Post & Schell, P.C.401(k)

POST & SCHELL, P.C. PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Post & Schell, P.C. reported $242,433 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $6,662 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 0.20% to 0.16%. 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 337th-largest of 3,651 plans among Pennsylvania employers on file, and the 979th of 11,654 in professional & technical services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,878,493
Participants with balances373
Active participants276
Employer contributions$1,838,767
Employee contributions$2,885,145
Employer contribution per active participant$6,662
Average account balance$431,310
Benefits paid to participants$13,278,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$160.9M · 373 accts · $1.8M emplr
2023$150.7M · 400 accts · $1.6M emplr
2022$134.5M · 401 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,151
Investment management$32,500
Total administrative$242,433
The Post & Schell, P.C. 401(k) match · 2024
Employer contribution per active participant$6,662
Median for plans this size$3,635
2024$6,662 per active participant
2023$6,331 per active participant
2022$11,488 per active participant

Post & Schell, P.C.'s 2024 employer contribution ran above 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 · 20243
CETERA ADVISORS LLC · Consulting$62,603
ADVUS FINANCIAL PARTNERS, LLC · Investment advisory (plan)$32,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,082

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$242,433 · 0.16%
2023$254,839 · 0.18%
2022$293,281 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Inframark, LLC PA$179.0M · 0.12%
Sms Group Inc. PA$167.0M · 0.10%
Schneider Downs & Co., Inc. PA$166.7M · 0.00%
Pennoni Associates Inc. PA$165.4M · 0.16%
New Era Technology, Inc. PA$157.4M · 0.16%
Computer Aid, Inc. PA$156.5M · 0.24%
Boomi, LP PA$152.8M · 0.05%
Dentons Cohen & Grigsby P.C. PA$150.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231877133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.