Plan Ledger DOL Form 5500 · updated monthly

Amercareroyal, LLC.401(k)

AMERCAREROYAL 401(K) PLAN · EXTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Amercareroyal, LLC. reported $59,956 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,039 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 0.38% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,221st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,406th of 4,246 in wholesale trade. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 312 to 687 since 2022.

Plan summary
Net assets, end of year$28,739,398
Participants with balances657
Active participants687
Employer contributions$1,400,612
Employee contributions$2,499,238
Employer contribution per active participant$2,039
Average account balance$43,743
Benefits paid to participants$2,788,858
Plan auditUnmodified (clean) audit opinion
AuditorRSM
Plan history3
Yearassets · accounts · employer contribution
2024$28.7M · 657 accts · $1.4M emplr
2023$16.9M · 423 accts · $1.6M emplr
2022$12.8M · 394 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,321
Investment management$30,536
Trustee / custodial$3,099
Total administrative$59,956
The Amercareroyal, LLC. 401(k) match · 2024
Employer contribution per active participant$2,039
Median for plans this size$2,416
2024$2,039 per active participant
2023$3,909 per active participant
2022$3,947 per active participant

Amercareroyal, LLC.'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 · 20242
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$26,321
SENTINEL PENSION ADVISORS · Investment advisory (participants) · Investment advisory (plan)$30,536

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

Recordkeeper by year2
2024Sentinel Group
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Amercareroyal, LLC. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,956 · 0.26%
2023$82,388 · 0.55%
2022$53,287 · 0.38%
Same employer
Similar plansWholesale Trade · Pennsylvania
Tague Lumber, Inc. PA$30.1M · 0.43%
Forbo Flooring, Inc. PA$30.1M · 0.09%
Bradley Caldwell, Inc. PA$30.1M · 0.29%
Mellott Company, LLC PA$28.5M · 0.15%
Liberty Tire Services, LLC PA$28.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231540260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.