Plan Ledger DOL Form 5500 · updated monthly

Schnader Harrison Segal & Lewis LLP401(k)

SCHNADER HARRISON SEGAL & LEWIS LLP RETIREMENT AND SAVINGS PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Schnader Harrison Segal & Lewis LLP reported $257,484 in plan administrative expenses for 2022: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2 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 1 year on file its reported administrative ratio rose from 0.19% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 401st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,220th of 11,654 in professional & technical services. In 2022, employees put in $5836.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$126,483,749
Participants with balances284
Active participants183
Employer contributions$284
Employee contributions$1,657,469
Employer contribution per active participant$2
Average account balance$445,365
Benefits paid to participants$6,346,405
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$40.1M · 137 accts
2022$126.5M · 284 accts · $284 emplr
Administrative expenses, itemized · 2022
Investment management$66,052
Total administrative$257,484
The Schnader Harrison Segal & Lewis LLP 401(k) match · 2022
Employer contribution per active participant$2
Median for plans this size$3,449

Schnader Harrison Segal & Lewis LLP's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$293,846 · 0.35%
2022$257,484 · 0.19%
Similar plansProfessional & Technical Services · Pennsylvania
Huntsworth Group, Inc. PA$132.9M · 0.16%
Aurora Operations, Inc. PA$131.6M · 0.01%
Minitab, LLC PA$129.8M · 0.03%
Rkl LLP PA$122.9M · 0.01%
Hill International, Inc. PA$121.5M · 0.31%
Gai Consultants, Inc. PA$116.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231383844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.