Plan Ledger DOL Form 5500 · updated monthly

Swartz Campbell LLC401(k)

SWARTZ CAMPBELL LLC CAPITAL ACCUMULATION PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Swartz Campbell LLC reported $1,692 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,503 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 0.007% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,066th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,701st of 11,654 in professional & technical services. In 2024, employees put in $4.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,777,407
Participants with balances138
Active participants77
Employer contributions$192,735
Employee contributions$831,170
Employer contribution per active participant$2,503
Average account balance$252,010
Benefits paid to participants$3,034,826
Plan auditUnmodified (clean) audit opinion
AuditorMARION & BLACK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 138 accts · $193K emplr
2023$32.5M · 142 accts · $219K emplr
2022$29.3M · 151 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,692
Total administrative$1,692
The Swartz Campbell LLC 401(k) match · 2024
Employer contribution per active participant$2,503
Median for plans this size$2,416
2024$2,503 per active participant
2023$2,707 per active participant
2022$2,494 per active participant

Swartz Campbell LLC's 2024 employer contribution ran above the $2,416 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 · 20242
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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$1,692 · 0.01%
2023$916 · 0.00%
2022$2,161 · 0.01%
Similar plansProfessional & Technical Services · Pennsylvania
Societal Cdmo, Inc. PA$35.0M · 0.29%
Polysciences, Inc. PA$34.8M · 0.01%
St. Onge Company PA$34.6M · 0.01%
Delve, LLC PA$34.3M
Smith Micro Software, Inc. PA$33.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231141190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.