Plan Ledger DOL Form 5500 · updated monthly

Ascendance Trucks North America, LLC401(k)

ASCENDANCE TRUCKS 401K PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Ascendance Trucks North America, LLC reported $133,882 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,803 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 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 678th-largest of 3,651 plans among Pennsylvania employers on file, and the 559th of 5,215 in retail trade. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,012,815
Participants with balances1,209
Active participants1,160
Employer contributions$2,091,394
Employee contributions$4,250,138
Employer contribution per active participant$1,803
Average account balance$50,466
Benefits paid to participants$4,780,151
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARONALLENLLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,878
Investment management$57,004
Total administrative$133,882
The Ascendance Trucks North America, LLC 401(k) match · 2024
Employer contribution per active participant$1,803
Median for plans this size$2,416

Ascendance Trucks North America, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,874
USI ADVISORS INC · Investment advisory (plan)$57,008

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

Administrative cost history1
2024$133,882 · 0.34%
Same employer
Similar plansRetail Trade · Pennsylvania
Redners Markets, Inc. PA$74.8M · 0.12%
Piazza Management Company PA$72.8M · 0.34%
Davids Bridal, Inc. PA$66.5M · 0.34%
Davids Bridal, Inc. PA$66.1M · 0.26%
Thompson Motor Group, Inc. PA$57.2M · 0.33%
Diamond Drugs, Inc. PA$47.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874581979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.