Plan Ledger DOL Form 5500 · updated monthly

Aaa North Penn401(k)

AAA NORTH PENN 401K PLAN · SCRANTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Aaa North Penn reported $63,831 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,082 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 0.45%. 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 among the smaller plans on file in Pennsylvania (1,891st of 3,651), and the 1,315th of 3,341 in other services. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,568,980
Participants with balances156
Active participants129
Employer contributions$268,539
Employee contributions$566,910
Employer contribution per active participant$2,082
Average account balance$93,391
Benefits paid to participants$1,857,689
Plan auditUnmodified (clean) audit opinion
AuditorMMQ & ASSOCIATES, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 156 accts · $269K emplr
2023$14.1M · 162 accts · $246K emplr
2022$13.3M · 155 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,790
Investment management$14,041
Total administrative$63,831
The Aaa North Penn 401(k) match · 2024
Employer contribution per active participant$2,082
Median for plans this size$2,416
2024$2,082 per active participant
2023$1,838 per active participant
2022$1,730 per active participant

Aaa North Penn's 2024 employer contribution ran below 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
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$49,790
CAMBRIDGE INVESTMENT RESEARCH INC · Investment advisory (plan)$14,041

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Aaa North Penn before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,831 · 0.45%
2023$60,569 · 0.44%
2022$67,790 · 0.46%
Similar plansOther Services · Pennsylvania
Alco Parking Corporation PA$16.1M · 0.31%
Valley Youth House PA$15.9M · 0.57%
Clark Service Group, Inc. PA$15.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240637695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.