Plan Ledger DOL Form 5500 · updated monthly

Allen Imports, LTD., Inc.401(k)

LANCASTER TOYOTA, INC. 401(K) PROFIT SHARING PLAN · EAST PETERSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Allen Imports, LTD., Inc. reported $79,947 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $876 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 fell from 0.52% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,608th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,580th of 5,215 in retail trade. In 2024, employees put in $8.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,505,909
Participants with balances200
Active participants139
Employer contributions$121,731
Employee contributions$1,024,763
Employer contribution per active participant$876
Average account balance$92,530
Benefits paid to participants$576,199
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 200 accts · $122K emplr
2023$16.0M · 205 accts · $124K emplr
2022$15.2M · 225 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,947
Total administrative$79,947
The Allen Imports, LTD., Inc. 401(k) match · 2024
Employer contribution per active participant$876
Median for plans this size$2,416
2024$876 per active participant
2023$888 per active participant
2022$791 per active participant

Allen Imports, LTD., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,135
PROFESSIONAL BENEFIT ADVISORS, INC. · Other services$150
RAYMOND JAMES FIN SVCS ADVISORS · Investment advisory (plan)indirect comp

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$79,947 · 0.46%
2023$71,197 · 0.46%
2022$92,603 · 0.52%
Same employer
Similar plansRetail Trade · Pennsylvania
Craig Scott, Inc. PA$19.4M · 0.12%
Boyers Food Markets Inc. PA$19.2M · 0.02%
Sloane Automotive Group PA$18.8M · 0.47%
Diehl Management, Inc. PA$18.3M · 0.51%
Goods Store, Inc. PA$17.7M · 0.01%
Levin Furniture, LLC PA$17.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231912496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.