Plan Ledger DOL Form 5500 · updated monthly

Shift, Ppc, LLC401(k)

SHIFT DIGITAL RETIREMENT SAVINGS PLAN · BIRMINGHAM, MI · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Shift, Ppc, LLC reported $123,143 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $929 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.

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 649th-largest of 2,619 plans among Michigan employers on file, and the 3,450th of 11,654 in professional & technical services. In 2024, employees put in $6.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,903,319
Participants with balances602
Active participants658
Employer contributions$611,396
Employee contributions$4,047,658
Employer contribution per active participant$929
Average account balance$62,962
Benefits paid to participants$4,033,757
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,156
Investment management$24,987
Total administrative$123,143
The Shift, Ppc, LLC 401(k) match · 2024
Employer contribution per active participant$929
Median for plans this size$2,416

Shift, Ppc, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$97,656
MORGAN STANLEY GLOBAL · Investment advisory (plan)$24,987
GREAT LAKES PENSION ASSOCIATES, INC · Other services$500

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

Administrative cost history1
2024$123,143 · 0.35%
Similar plansProfessional & Technical Services · Michigan
Koops, Inc. MI$43.6M · 0.04%
Mars Advertising, Inc. MI$39.2M · 0.26%
Roland Berger LP MI$39.1M · 0.21%
Maner Costerisan & Ellis PC MI$37.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814726888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.