Plan Ledger DOL Form 5500 · updated monthly

Alvin H. Butz, Inc.401(k)

ALVIN H. BUTZ, INC. 401(K) PROFIT SHARING PLAN · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Alvin H. Butz, Inc. reported $253,090 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,542 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 0.50% to 0.47%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 737th-largest of 3,651 plans among Pennsylvania employers on file, and the 167th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,157,214
Participants with balances115
Active participants56
Employer contributions$254,377
Employee contributions$332,874
Employer contribution per active participant$4,542
Average account balance$470,932
Benefits paid to participants$5,370,779
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$54.2M · 115 accts · $254K emplr
2023$53.0M · 121 accts · $284K emplr
2022$48.8M · 124 accts · $294K emplr
Administrative expenses, itemized · 2024
Investment management$227,517
Audit (IQPA)$20,500
Total administrative$253,090
The Alvin H. Butz, Inc. 401(k) match · 2024
Employer contribution per active participant$4,542
Median for plans this size$3,635
2024$4,542 per active participant
2023$4,893 per active participant
2022$4,824 per active participant

Alvin H. Butz, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20245
MODERA WEALTH MANAGEMENT · Investment management$101,691
WELLS FARGO ADVISORS · Investment advisory (plan)$68,734
THE DOUGLAS GROUP · Investment advisory (plan)$61,340
CAMPBELL, RAPPOLD & YURASITS LLP · Accounting / audit$20,500
R.P. MILLS ASSOCIATES, INC. · Actuarial$5,075

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$253,090 · 0.47%
2023$255,724 · 0.50%
2022$241,947 · 0.50%
Similar plansMining, Oil & Gas Extraction · Pennsylvania
Consol Energy Inc. PA$270.5M · 0.10%
Rosebud Mining Company PA$235.1M · 0.02%
Carmeuse Lime, Inc. PA$197.9M · 0.10%
Wilson Creek Energy, LLC PA$32.6M · 0.44%
Depaul Realty Company PA$32.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231613786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.