Plan Ledger DOL Form 5500 · updated monthly

Spilman Thomas & Battle, PLLC401(k)

SPILMAN THOMAS & BATTLE 401(K) PLAN · CHARLESTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Spilman Thomas & Battle, PLLC reported $10,595 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,140 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 0.018% to 0.016%. 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 30th-largest of 265 plans among West Virginia employers on file, and the 2,034th of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,363,078
Participants with balances245
Active participants167
Employer contributions$1,526,329
Employee contributions$1,805,674
Employer contribution per active participant$9,140
Average account balance$291,278
Benefits paid to participants$2,096,634
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.4M · 245 accts · $1.5M emplr
2023$61.8M · 242 accts · $1.4M emplr
2022$56.5M · 250 accts · $1.4M emplr
The Spilman Thomas & Battle, PLLC 401(k) match · 2024
Employer contribution per active participant$9,140
Median for plans this size$3,635
2024$9,140 per active participant
2023$8,678 per active participant
2022$8,945 per active participant

Spilman Thomas & Battle, PLLC's 2024 employer contribution ran above the $3,635 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 · Trustee (directed)$11,395

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$10,595 · 0.02%
2023$11,536 · 0.02%
2022$11,127 · 0.02%
Same employer
Similar plansProfessional & Technical Services · West Virginia
Steptoe & Johnson PLLC WV$188.9M · 0.14%
Jackson Kelly PLLC WV$147.4M · 0.10%
Bowles Rice LLP WV$73.3M · 0.52%
Bailey & Glasser PLLC WV$38.0M · 0.04%
Quality Insights, Inc. WV$30.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550282458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.