Plan Ledger DOL Form 5500 · updated monthly

Aberdeen Road Company401(k)

ABERDEEN ROAD COMPANY 401(K) PLAN · EMIGSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Aberdeen Road Company reported $26,911 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,700 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 0.04% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,296th of 3,651), and 8,837th of 13,661 in manufacturing. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,886,648
Participants with balances136
Active participants109
Employer contributions$294,310
Employee contributions$635,110
Employer contribution per active participant$2,700
Average account balance$72,696
Benefits paid to participants$1,898,910
Plan auditUnmodified (clean) audit opinion
AuditorRKL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 136 accts · $294K emplr
2023$9.6M · 140 accts · $291K emplr
2022$9.3M · 137 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,080
Investment management$19,831
Total administrative$26,911
The Aberdeen Road Company 401(k) match · 2024
Employer contribution per active participant$2,700
Median for plans this size$1,313
2024$2,700 per active participant
2023$2,823 per active participant
2022$2,767 per active participant

Aberdeen Road Company's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
RAYMOND JAMES · Investment advisory (plan)$18,998
EMPOWER ADVISORY GROUP, LLC · Investment management$833

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$26,911 · 0.28%
2023$15,156 · 0.16%
2022$4,316 · 0.04%
Same employer
Similar plansManufacturing · Pennsylvania
The Dl Martin Co PA$10.0M · 0.14%
K-Fab, Inc. PA$9.9M · 0.93%
Chc Solutions, Inc. PA$9.8M · 0.80%
Wound Care Concepts LLC PA$9.8M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233009384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.