Plan Ledger DOL Form 5500 · updated monthly

Precision Strategies, LLC401(k)

PRECISION STRATEGIES, LLC 401(K) PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Precision Strategies, LLC reported $13,602 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,162 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 0.17% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in District of Columbia (432nd of 618), and 1,483rd of 2,199 in information & media. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,498,144
Participants with balances248
Active participants109
Employer contributions$453,642
Employee contributions$966,088
Employer contribution per active participant$4,162
Average account balance$42,331
Benefits paid to participants$479,810
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 248 accts · $454K emplr
2023$8.2M · 224 accts · $629K emplr
2022$5.9M · 215 accts · $546K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,696
Total administrative$13,602
The Precision Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$4,162
Median for plans this size$1,313
2024$4,162 per active participant
2023$6,294 per active participant
2022$4,748 per active participant

Precision Strategies, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
JM PENSION ADVISORY, INC. · Contract administrator$1,300

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$13,602 · 0.15%
2023$12,753 · 0.18%
2022$9,855 · 0.17%
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Source: U.S. Department of Labor, Form 5500 series, EIN 462668034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.