Plan Ledger DOL Form 5500 · updated monthly

Arley Wholesale, Inc.401(k)

ARLEY WHOLESALE, INC. 401(K) PROFIT SHARING PLAN · SCRANTON, PA · plan year 2023

Reported admin expense ratio · 2023
0.72%

Arley Wholesale, Inc. reported $56,897 in plan administrative expenses for 2023: 0.72% 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.

Across the 1 year on file its reported administrative ratio rose from 0.61% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,495th of 3,651), and 3,183rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,203,883
Participants with balances84
Active participants95
Employer contributions—
Employee contributions$207,065
Employer contribution per active participant—
Average account balance$97,665
Benefits paid to participants$668,292
Plan auditDisclaimer of opinion
AuditorMICHAEL A. BARBETTI, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$8.2M · 84 accts
2022$7.6M · 116 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,590
Investment management$40,571
Trustee / custodial$4,736
Total administrative$56,897
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PENSERV PLAN SERVICES, INC. · Recordkeeping$11,590
NORTHEAST FINANCIAL GROUP, NC. · Investment advisory (plan)$40,571

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

Administrative cost history2
2023$56,897 · 0.72%
2022$50,180 · 0.61%
Similar plansWholesale Trade · Pennsylvania
Illuminations Inc PA$8.5M · 1.29%
R.J. Walker Co., Inc PA$8.3M · 0.08%
Baudax Bio, Inc. PA$8.1M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 240717022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.