Plan Ledger DOL Form 5500 · updated monthly

Advanced Lubrication Specialists, Inc.401(k)

ADVANCED LUBRICATION SPECIALTIES, 401(K) PLAN · BENSALEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Advanced Lubrication Specialists, Inc. reported $85,404 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,293 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 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,810th-largest of 3,651 plans among Pennsylvania employers on file, and 2,329th of 4,246 in wholesale trade. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 102 to 125 since 2022.

Plan summary
Net assets, end of year$15,447,141
Participants with balances222
Active participants125
Employer contributions$536,612
Employee contributions$637,395
Employer contribution per active participant$4,293
Average account balance$69,582
Benefits paid to participants$1,183,901
Plan auditUnmodified (clean) audit opinion
AuditorTARQUINI, DIRADDO & BARNETT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 222 accts · $537K emplr
2023$13.4M · 200 accts · $477K emplr
2022$12.4M · 176 accts · $775K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,275
Investment management$28,129
Total administrative$85,404
The Advanced Lubrication Specialists, Inc. 401(k) match · 2024
Employer contribution per active participant$4,293
Median for plans this size$2,416
2024$4,293 per active participant
2023$3,942 per active participant
2022$7,596 per active participant

Advanced Lubrication Specialists, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20246
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$24,595
TRANSAMERICA FIN. LIFE INSURANCE CO · Recordkeeping · Loan processing$18,792
DEFINITI LLC · Recordkeeping$1,114
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$23,547
LINCOLN NATIONAL CORPORATION · Contract administrator$12,774
RPA FINANCIAL LLC · Investment advisory (plan)$4,582

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Definiti, Transamerica
2023Definiti, TPA AT TIME OF FEE WITHDRAWAL

This plan has changed recordkeepers within these filings. If you left Advanced Lubrication Specialists, Inc. 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$85,404 · 0.59%
2023$74,437 · 0.58%
2022$81,619 · 0.62%
Same employer
Similar plansWholesale Trade · Pennsylvania
Lee Supply Company, Inc. PA$15.9M · 0.02%
S. Walter Packaging Corp. PA$15.5M · 0.41%
Wengers of Myerstown PA$15.4M · 0.40%
Supplyforce.com, LLC PA$15.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251469534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.