Plan Ledger DOL Form 5500 · updated monthly

Strategic Data Systems401(k)

STRATEGIC DATA SYSTEMS 401K PROFIT SHARING PLAN AND TRUST · KELLER, TX · plan year 2022

Reported admin expense ratio · 2022
0.57%

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

Strategic Data Systems reported $23,961 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. Employer contributions averaged $943 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,331st of 5,688), and 10,206th of 11,654 in professional & technical services. In 2022, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,900,574
Participants with balances78
Active participants180
Employer contributions$169,672
Employee contributions$379,153
Employer contribution per active participant$943
Average account balance$50,007
Benefits paid to participants$191,746
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$23,961
Total administrative$23,961
The Strategic Data Systems 401(k) match · 2022
Employer contribution per active participant$943
Median for plans this size$1,114

Strategic Data Systems's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,961 · 0.57%
Same employer
Similar plansProfessional & Technical Services · Texas
Orum Inc. TX$4.1M · 0.15%
Tex-Air Parts, Inc. TX$4.1M · 0.50%
Nyati Services, Inc. TX$4.0M · 0.38%
Glow Networks, Inc. TX$3.9M · 1.47%
Coke Management Group TX$3.8M · 0.03%
Veryable, Inc. TX$3.8M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330755918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.