Plan Ledger DOL Form 5500 · updated monthly

Allen Organ Company LLC401(k)

ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN · MACUNGIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Allen Organ Company LLC reported $71,898 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,304 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 0.19% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,593rd-largest of 3,651 plans among Pennsylvania employers on file, and the 6,118th of 13,661 in manufacturing. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,967,912
Participants with balances155
Active participants129
Employer contributions$168,225
Employee contributions$364,769
Employer contribution per active participant$1,304
Average account balance$122,374
Benefits paid to participants$1,153,829
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 155 accts · $168K emplr
2023$17.4M · 157 accts · $172K emplr
2022$15.0M · 152 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,292
Investment management$36,426
Total administrative$71,898
The Allen Organ Company LLC 401(k) match · 2024
Employer contribution per active participant$1,304
Median for plans this size$2,416
2024$1,304 per active participant
2023$1,294 per active participant
2022$1,205 per active participant

Allen Organ Company LLC'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 · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$2,216
CORNERSTONE ADVISORS ASSET MAN · Investment advisory (participants)$36,426

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$71,898 · 0.40%
2023$64,768 · 0.40%
2022$32,484 · 0.19%
Same employer
Similar plansManufacturing · Pennsylvania
Symmco, Inc. PA$19.4M · 0.02%
Reynolds Services, Inc. PA$18.8M · 0.30%
Amplifier Research Corp. PA$18.3M · 0.27%
Akrion Technologies, Inc. PA$18.3M · 0.12%
Afc Industries, Inc. PA$18.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300521689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.