Plan Ledger DOL Form 5500 · updated monthly

Sellers, Dorsey & Associates, LLC401(k)

SELLERS, DORSEY & ASSOCIATES, LLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Sellers, Dorsey & Associates, LLC reported $87,172 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,887 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 0.41% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,316th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,653rd of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 168 to 223 since 2022.

Plan summary
Net assets, end of year$25,768,275
Participants with balances277
Active participants223
Employer contributions$1,089,757
Employee contributions$2,248,422
Employer contribution per active participant$4,887
Average account balance$93,026
Benefits paid to participants$1,107,890
Plan auditUnmodified (clean) audit opinion
AuditorRSM
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 277 accts · $1.1M emplr
2023$19.4M · 232 accts · $919K emplr
2022$14.1M · 210 accts · $747K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,015
Investment management$58,157
Total administrative$87,172
The Sellers, Dorsey & Associates, LLC 401(k) match · 2024
Employer contribution per active participant$4,887
Median for plans this size$2,416
2024$4,887 per active participant
2023$4,941 per active participant
2022$4,449 per active participant

Sellers, Dorsey & Associates, LLC's 2024 employer contribution ran above the $2,416 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$26,540
CETERA INVESTMENT ADVISORS · Investment advisory (plan)$53,834

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,172 · 0.39%
2023$59,890 · 0.36%
2022$59,761 · 0.41%
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 251874383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.