Plan Ledger DOL Form 5500 · updated monthly

Shimadzu Scientific Instruments, Inc.401(k)

SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Shimadzu Scientific Instruments, Inc. reported $129,877 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,376 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 rose from 0.11% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 149th-largest of 1,671 plans among Maryland employers on file, and the 1,330th of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,522,649
Participants with balances810
Active participants582
Employer contributions$2,546,556
Employee contributions$5,231,912
Employer contribution per active participant$4,376
Average account balance$141,386
Benefits paid to participants$13,949,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.5M · 810 accts · $2.5M emplr
2023$104.6M · 800 accts · $2.4M emplr
2022$88.7M · 681 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,414
Investment management$111,463
Total administrative$129,877
The Shimadzu Scientific Instruments, Inc. 401(k) match · 2024
Employer contribution per active participant$4,376
Median for plans this size$3,635
2024$4,376 per active participant
2023$4,266 per active participant
2022$4,046 per active participant

Shimadzu Scientific Instruments, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$18,414
MORGAN STANLEY · Consulting$111,463
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$129,877 · 0.12%
2023$84,700 · 0.09%
2022$107,795 · 0.11%
Same employer
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Apex Companies, LLC MD$111.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521035956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.