Plan Ledger DOL Form 5500 · updated monthly

Sampson Morris Group, Inc.401(k)

SAMPSON MORRIS GROUP, INC. 401(K) PLAN · MONROEVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Sampson Morris Group, Inc. reported $51,202 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,119 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 0.75% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,397th of 3,651), and 1,179th of 2,096 in real estate & leasing. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,993,855
Participants with balances70
Active participants83
Employer contributions$175,917
Employee contributions$334,006
Employer contribution per active participant$2,119
Average account balance$128,484
Benefits paid to participants$260,669
Plan auditUnmodified (clean) audit opinion
AuditorBUCKLER, MCKENNEY & NADZADI, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 70 accts · $176K emplr
2023$7.7M · 72 accts · $185K emplr
2022$7.7M · 75 accts · $172K emplr
The Sampson Morris Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,119
Median for plans this size$1,313
2024$2,119 per active participant
2023$2,080 per active participant
2022$1,927 per active participant

Sampson Morris Group, Inc.'s 2024 employer contribution ran above the $1,313 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
AMERICAN PENSION BENEFITS · Recordkeeping · Contract administrator$25,052
S & T WEALTH TRUST · Trustee$18,186
AMERIPRISE FINANCIAL · Trustee$7,838
BUCKLER, MCKENNEY & NADZADI, P.C. · Accounting / audit$125

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024AMERICAN PENSION BENEFITS
2023AMERICAN PENSION BENEFITS

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Administrative cost history3
2024$51,202 · 0.61%
2023$59,749 · 0.78%
2022$60,623 · 0.75%
Similar plansReal Estate & Leasing · Pennsylvania
Dons Appliances LTD PA$9.1M · 0.83%
Mlp Ventures Group PA$9.0M · 1.37%
Rp Management Inc PA$8.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232870814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.