Plan Ledger DOL Form 5500 · updated monthly

Security Risk Advisors Intl, LLC401(k)

SECURITY RISK ADVISORS INTL, LLC 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Security Risk Advisors Intl, LLC reported $70,506 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,788 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 rose from 0.24% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,326th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,692nd of 11,654 in professional & technical services. In 2025, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 188 to 263 since 2022.

Plan summary
Net assets, end of year$25,455,467
Participants with balances304
Active participants263
Employer contributions$996,349
Employee contributions$2,395,251
Employer contribution per active participant$3,788
Average account balance$83,735
Benefits paid to participants$560,055
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON AND CO LLP
Plan history4
Yearassets · accounts · employer contribution
2025$25.5M · 304 accts · $996K emplr
2024$18.9M · 264 accts · $840K emplr
2023$15.1M · 238 accts · $768K emplr
2022$11.4M · 188 accts · $619K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$70,506
Total administrative$70,506
The Security Risk Advisors Intl, LLC 401(k) match · 2025
Employer contribution per active participant$3,788
Median for plans this size$2,666
2025$3,788 per active participant
2024$3,835 per active participant
2023$3,981 per active participant
2022$3,292 per active participant

Security Risk Advisors Intl, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,506
AUSDAL FINANCIAL PARTNERS INCindirect comp

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

Administrative cost history4
2025$70,506 · 0.32%
2024$42,795 · 0.25%
2023$32,976 · 0.25%
2022$27,737 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Q-Mation, Inc. PA$26.8M · 0.10%
Suvoda LLC PA$25.4M · 0.21%
Databank Imx LLC PA$25.2M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844034514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.