Plan Ledger DOL Form 5500 · updated monthly

Sc&H Group, Inc.401(k)

SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN · SPARKS, MD · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Sc&H Group, Inc. reported $105,281 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,908 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. 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 233rd-largest of 1,671 plans among Maryland employers on file, and the 1,960th of 11,654 in professional & technical services. In 2024, employees put in $4.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$73,968,676
Participants with balances439
Active participants358
Employer contributions$1,041,137
Employee contributions$4,581,414
Employer contribution per active participant$2,908
Average account balance$168,494
Benefits paid to participants$9,210,452
Plan auditUnmodified (clean) audit opinion
AuditorSMITH, ELLIOTT, KEARNS & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$74.0M · 439 accts · $1.0M emplr
2023$66.4M · 427 accts · $1.0M emplr
2022$54.5M · 418 accts · $893K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,281
Investment management$35,000
Total administrative$105,281
The Sc&H Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,908
Median for plans this size$3,635
2024$2,908 per active participant
2023$2,798 per active participant
2022$2,730 per active participant

Sc&H Group, 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Recordkeeping · Loan processing$19,572
VANGUARD INC. · Recordkeeping · Loan processing$19,139
TRANSITION FINANCE STRATEGIES, LLC · Accounting / audit · Other services$18,439
COASTAL PENSION SERVICES, LLC · Accounting / audit · Other services$13,131
NFP RETIREMENT INC. · Investment advisory (plan)$35,000

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

Recordkeeper by year2
2024COASTAL PENSION SERVICES, LLC, Fidelity, TRANSITION FINANCE STRATEGIES, LLC, Vanguard
2023COASTAL PENSION SERVICES, LLC, Vanguard

This plan has changed recordkeepers within these filings. If you left Sc&H Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$105,281 · 0.15%
2023$89,027 · 0.15%
2022$91,793 · 0.16%
All plans at this employer2
SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN401(k)
SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Maryland
Gcom Software LLC MD$75.5M · 0.24%
Jbs International, Inc. MD$74.0M · 0.02%
Indyne, Inc. MD$72.5M · 0.14%
Lupin Pharmaceuticals, Inc. MD$71.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205991824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.