Plan Ledger DOL Form 5500 · updated monthly

Sms Group Inc.401(k)

SMS GROUP 401(K) SAVINGS PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sms Group Inc. reported $157,818 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,725 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 0.06% to 0.10%. 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 328th-largest of 3,651 plans among Pennsylvania employers on file, and the 951st of 11,654 in professional & technical services. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 1,006 to 1,171 since 2022.

Plan summary
Net assets, end of year$166,997,097
Participants with balances1,492
Active participants1,171
Employer contributions$3,190,772
Employee contributions$7,974,352
Employer contribution per active participant$2,725
Average account balance$111,928
Benefits paid to participants$19,674,862
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$167.0M · 1,492 accts · $3.2M emplr
2023$150.2M · 1,381 accts · $3.0M emplr
2022$132.5M · 1,339 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,420
Investment management$17,398
Audit (IQPA)$26,000
Total administrative$157,818
The Sms Group Inc. 401(k) match · 2024
Employer contribution per active participant$2,725
Median for plans this size$3,635
2024$2,725 per active participant
2023$2,910 per active participant
2022$2,847 per active participant

Sms Group Inc.'s 2024 employer contribution ran below 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$114,420
BDO USA, P.C. · Accounting / audit$26,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,398

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

Administrative cost history3
2024$157,818 · 0.10%
2023$127,755 · 0.09%
2022$85,321 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
White and Williams LLP PA$185.0M · 0.00%
Qliktech Inc. PA$184.1M · 0.27%
Inframark, LLC PA$179.0M · 0.12%
Schneider Downs & Co., Inc. PA$166.7M · 0.00%
Pennoni Associates Inc. PA$165.4M · 0.16%
Post & Schell, P.C. PA$160.9M · 0.16%
New Era Technology, Inc. PA$157.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250912177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.