Plan Ledger DOL Form 5500 · updated monthly

Serge Global, Inc.401(k)

SERGE GLOBAL, INC. DISCRETIONARY CONTRIBUTION RETIREMENT PLAN · JENKINTOWN, PA · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

Serge Global, Inc. reported $49,202 in plan administrative expenses for 2025: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,531 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 4 years on file its reported administrative ratio has held roughly steady near 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,669th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,156th of 3,341 in other services. In 2025, the employer put in $1.95 for every $1.00 employees contributed themselves; active participation has grown from 179 to 238 since 2022.

Plan summary
Net assets, end of year$17,569,700
Participants with balances273
Active participants238
Employer contributions$1,078,479
Employee contributions$552,546
Employer contribution per active participant$4,531
Average account balance$64,358
Benefits paid to participants$938,384
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$17.6M · 273 accts · $1.1M emplr
2024$14.3M · 258 accts · $1.0M emplr
2023$11.7M · 242 accts · $937K emplr
2022$9.5M · 216 accts · $866K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,498
Investment management$1,704
Total administrative$49,202
The Serge Global, Inc. 401(k) match · 2025
Employer contribution per active participant$4,531
Median for plans this size$2,666
2025$4,531 per active participant
2024$4,537 per active participant
2023$4,638 per active participant
2022$4,840 per active participant

Serge Global, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251

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$49,202 · 0.31%
2024$40,640 · 0.31%
2023$34,597 · 0.33%
2022$31,340 · 0.32%
Similar plansOther Services · Pennsylvania
Gemma Services PA$18.3M · 0.37%
Towne Park, LLC PA$17.6M · 1.23%
American Reading Company PA$16.5M · 0.11%
Alco Parking Corporation PA$16.1M · 0.31%
Valley Youth House PA$15.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232223692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.