Plan Ledger DOL Form 5500 · updated monthly

Alvord-Polk, Inc.401(k)

RETIREMENT READINESS PLAN FOR EMPLOYEES OF ALVORD-POLK, INC. · MILLERSBURG, PA · plan year 2022

Reported admin expense ratio · 2022
0.50%

Alvord-Polk, Inc. reported $17,328 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,084th of 3,651), and 11,945th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,631,210
Participants with balances68
Active participants140
Employer contributions—
Employee contributions$130,009
Employer contribution per active participant—
Average account balance$53,400
Benefits paid to participants$74
Plan auditUnmodified (clean) audit opinion
AuditorBOLES METZGER BROSIUS & WALBORN PC
Administrative expenses, itemized · 2022
Investment management$16,798
Total administrative$17,328
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,328 · 0.50%
Same employer
Similar plansManufacturing · Pennsylvania
Ecopax LLC PA$3.8M · 0.46%
Hodge Foundry, Inc. PA$3.7M · 0.66%
Staiman Brothers, Inc. PA$3.6M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232046694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.