Recordkeeping fees per participantheadline
$158.76
10th: $10.22median $69.9190th: $151.08
Higher than 91% of the 5,847 plans $50 to 250M that report it.
Source
= $68,268 / 430
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015201900NAL0002857747001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015201900NAL0002857747001, received 2025-10-15
Administrative expenses excluding investment management, per participant
$353.95
10th: $16.21median $93.2090th: $246.84
Higher than 96% of the 8,758 plans $50 to 250M that report it.
Source
= $152,198 / 430
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015201900NAL0002857747001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015201900NAL0002857747001, received 2025-10-15
Administrative expenses per participant
$639.70
10th: $29.39median $132.8490th: $350.58
Higher than 97% of the 9,042 plans $50 to 250M that report it.
Source
= $275,072 / 430
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015201900NAL0002857747001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015201900NAL0002857747001, received 2025-10-15
Administrative expenses as a share of assets
0.151%
10th: 0.022%median 0.136%90th: 0.326%
Higher than 55% of the 9,049 plans $50 to 250M that report it.
Source
= $275,072 / $182,590,892
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015201900NAL0002857747001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015201900NAL0002857747001, received 2025-10-15
Employer contributions per participant
$14,247
10th: $965median $2,73890th: $8,164
Higher than 97% of the 9,105 plans $50 to 250M that report it.
Source
= $6,126,222 / 430
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015201900NAL0002857747001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015201900NAL0002857747001, received 2025-10-15
Employer share of total contributions
60.5%
10th: 15.6%median 29.5%90th: 50.6%
Higher than 96% of the 9,112 plans $50 to 250M that report it.
Source
= $6,126,222 / $10,120,060
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015201900NAL0002857747001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015201900NAL0002857747001, received 2025-10-15
Plan terms are not published in public filings.
Sponsor name as filed: PROCOPIO, CORY, HARGREAVES & SAVITCH LLP; SEC registrant: Sherpa Digital Media Inc. (CIK 1701608, matched by EIN).