Plan Ledger DOL Form 5500 · updated monthly

Aaa Central Penn401(k)

AAA CENTRAL PENN 401K PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Aaa Central Penn reported $85,176 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,859 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,196th-largest of 3,651 plans among Pennsylvania employers on file, and the 734th of 3,341 in other services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,507,767
Participants with balances268
Active participants182
Employer contributions$520,320
Employee contributions$707,391
Employer contribution per active participant$2,859
Average account balance$110,104
Benefits paid to participants$2,021,644
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 268 accts · $520K emplr
2023$27.6M · 264 accts · $458K emplr
2022$24.4M · 258 accts · $431K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,127
Investment management$72,049
Total administrative$85,176
The Aaa Central Penn 401(k) match · 2024
Employer contribution per active participant$2,859
Median for plans this size$2,416
2024$2,859 per active participant
2023$2,532 per active participant
2022$2,582 per active participant

Aaa Central Penn'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 · 20241
LETORT MANAGEMENT & TRUST CO. · Recordkeeping · Trustee$85,176

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

Recordkeeper by year2
2024LETORT MANAGEMENT & TRUST CO.
2023LETORT MANAGEMENT & TRUST CO.

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

Administrative cost history3
2024$85,176 · 0.30%
2023$76,788 · 0.30%
2022$75,525 · 0.29%
Same employer
Similar plansOther Services · Pennsylvania
Nutrisystem Inc. PA$36.6M · 0.59%
Oncology Nursing Society PA$32.2M · 0.26%
Parkway Corporation PA$30.6M · 0.40%
US Healthconnect, Inc. PA$26.2M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231687512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.