Plan Ledger DOL Form 5500 · updated monthly

Ascendance Trucks, LLC401(k)

ASCENDANCE TRUCKS 401K PLAN · HARRISBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Ascendance Trucks, LLC reported $58,389 in plan administrative expenses for 2023: 0.39% of average plan assets, above the peer median. Employer contributions averaged $704 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,716th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,748th of 5,215 in retail trade. In 2023, employees put in $4.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,662,555
Participants with balances379
Active participants477
Employer contributions$335,764
Employee contributions$1,393,610
Employer contribution per active participant$704
Average account balance$43,965
Benefits paid to participants$2,146,848
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARONALLENLLP
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,306
Investment management$34,083
Total administrative$58,389
The Ascendance Trucks, LLC 401(k) match · 2023
Employer contribution per active participant$704
Median for plans this size$2,440

Ascendance Trucks, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
USI ADVISORS INC · Investment advisory (plan)$34,079
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,306

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

Administrative cost history1
2023$58,389 · 0.39%
Similar plansRetail Trade · Pennsylvania
Rohrich Automotive Group PA$17.3M · 0.53%
Landis Supermarket, Inc. PA$16.0M · 0.64%
Jack Giambalvo Motor Co Inc PA$15.9M · 0.46%
Jako Enterprises, LLC PA$15.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850914805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.