Plan Ledger DOL Form 5500 · updated monthly

Vertical Screen, Inc.401(k)

VERTICAL SCREEN, INC. 401(K) PLAN · WARMINSTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Vertical Screen, Inc. reported $17,476 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,000 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 rose from 0.03% to 0.04%. 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 851st-largest of 3,651 plans among Pennsylvania employers on file, and the 2,940th of 11,654 in professional & technical services. In 2024, employees put in $4.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,000,433
Participants with balances571
Active participants782
Employer contributions$781,771
Employee contributions$3,142,567
Employer contribution per active participant$1,000
Average account balance$80,561
Benefits paid to participants$1,462,024
Plan auditUnmodified (clean) audit opinion
AuditorANTHONY M. PONTARELLI, CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 571 accts · $782K emplr
2023$37.5M · 562 accts · $769K emplr
2022$29.4M · 585 accts · $725K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,401
Investment management$11,075
Total administrative$17,476
The Vertical Screen, Inc. 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$2,416
2024$1,000 per active participant
2023$1,068 per active participant
2022$1,014 per active participant

Vertical Screen, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,075
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,401

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$17,476 · 0.04%
2023$12,718 · 0.04%
2022$9,181 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Genesis Engineers, Inc. PA$46.4M · 0.04%
Thomas, Thomas & Hafer, LLP PA$46.3M · 0.07%
Accuweather, Inc. PA$45.9M · 0.20%
The Gateway Engineers, Inc PA$45.7M · 0.35%
Kta-Tator, Inc. PA$45.0M · 0.21%
Fortna Inc. PA$44.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522280966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.