Plan Ledger DOL Form 5500 · updated monthly

Allentown Mack Sales & Services401(k)

ALLENTOWN MACK 401(K) PLAN AND TRUST · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Allentown Mack Sales & Services reported $40,417 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,695 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 0.03% to 0.29%. 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 among the smaller plans on file in Pennsylvania (1,896th of 3,651), and the 1,956th of 5,215 in retail trade. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,493,642
Participants with balances221
Active participants168
Employer contributions$284,741
Employee contributions$907,236
Employer contribution per active participant$1,695
Average account balance$65,582
Benefits paid to participants$2,312,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 221 accts · $285K emplr
2023$13.6M · 181 accts · $232K emplr
2022$11.1M · 185 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,250
Investment management$34,167
Total administrative$40,417
The Allentown Mack Sales & Services 401(k) match · 2024
Employer contribution per active participant$1,695
Median for plans this size$2,416
2024$1,695 per active participant
2023$1,397 per active participant
2022$1,419 per active participant

Allentown Mack Sales & Services'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 · 20243
WELLS FARGO · Recordkeeping · Trustee$34,166
ADP, INC. · Loan processing · Recordkeeping$6,249
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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

Administrative cost history3
2024$40,417 · 0.29%
2023$32,602 · 0.26%
2022$4,173 · 0.03%
Same employer
Similar plansRetail Trade · Pennsylvania
Scott Imports, Inc. PA$14.8M · 0.27%
O. C. Cluss Lumber Company PA$14.7M · 0.35%
Country Fair, Inc. PA$14.5M · 0.03%
Rusmur Floors Inc PA$14.4M · 0.50%
Tom Masano, Inc. PA$14.3M · 0.61%
Delaney Chevrolet, Inc. PA$14.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232624881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.