Plan Ledger DOL Form 5500 · updated monthly

Stradley, Ronon, Stevens & Young, LLP401(k)

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Stradley, Ronon, Stevens & Young, LLP reported $194,458 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $10,900 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 0.13% to 0.11%. 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 292nd-largest of 3,651 plans among Pennsylvania employers on file, and the 848th of 11,654 in professional & technical services. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$188,195,790
Participants with balances372
Active participants271
Employer contributions$2,953,765
Employee contributions$3,624,161
Employer contribution per active participant$10,900
Average account balance$505,903
Benefits paid to participants$24,347,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$188.2M · 372 accts · $3.0M emplr
2023$176.2M · 373 accts · $2.8M emplr
2022$149.8M · 367 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,239
Investment management$163,219
Total administrative$194,458
The Stradley, Ronon, Stevens & Young, LLP 401(k) match · 2024
Employer contribution per active participant$10,900
Median for plans this size$3,635
2024$10,900 per active participant
2023$10,522 per active participant
2022$9,751 per active participant

Stradley, Ronon, Stevens & Young, LLP'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 · 202410
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$38,417
THE HAVERFORD TRUST COMPANY · Investment advisory (participants)$45,863
ABACUS PLANNING GROUP INC · Investment advisory (participants)$30,469
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$24,747
HIGHTOWER ADVISORS LLC · Investment advisory (participants)$17,335
KREISCHER MILLER · Accounting / audit$9,766
AT INVESTMENT ADVISERS INC · Investment advisory (participants)$7,949
SIGNATURE INVESTMENT ADVISORS · Investment advisory (participants)$6,033
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,894

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$194,458 · 0.11%
2023$190,000 · 0.12%
2022$210,262 · 0.13%
All plans at this employer3
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I401(k)
STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN401(k)
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II401(k)
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Ewingcole, Inc. PA$186.0M · 0.03%
White and Williams LLP PA$185.0M · 0.00%
Qliktech Inc. PA$184.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231130381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.