Plan Ledger DOL Form 5500 · updated monthly

St Moritz Security Services, Inc401(k)

ST MORITZ 401(K) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.37%

St Moritz Security Services, Inc reported $9,538 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. 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 0.34% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (3,187th of 3,651), and 1,763rd of 2,534 in administrative & support services. active participation has grown from 1,716 to 2,718 since 2022.

Plan summary
Net assets, end of year$2,953,971
Participants with balances326
Active participants2,718
Employer contributions—
Employee contributions$802,625
Employer contribution per active participant—
Average account balance$9,061
Benefits paid to participants$334,190
Plan auditUnmodified (clean) audit opinion
AuditorHOLSINGER, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 326 accts
2023$2.2M · 223 accts
2022$1.6M · 198 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,538
Total administrative$9,538
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
ADP, INC. · Recordkeeping$9,537
ADP BROKER-DEALER · Other servicesindirect comp
WELLS FARGO ADVISORS · Other servicesindirect 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
2024ADP
2023ADP

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Administrative cost history3
2024$9,538 · 0.37%
2023$6,019 · 0.32%
2022$5,706 · 0.34%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
The Sargents Group PA$3.9M · 0.01%
Davis Landscape, LTD PA$3.7M · 0.66%
Credit Management Company PA$2.8M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251419674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.