Plan Ledger DOL Form 5500 · updated monthly

Blaise Alexander Management, Inc.401(k)

ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN · MUNCY, PA · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Blaise Alexander Management, Inc. reported $249,689 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~90% of peers. Employer contributions averaged $786 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 rose from 0.68% to 0.88%. 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 1,191st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,042nd of 5,215 in retail trade. In 2024, employees put in $4.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,731,103
Participants with balances652
Active participants741
Employer contributions$582,756
Employee contributions$2,775,575
Employer contribution per active participant$786
Average account balance$45,600
Benefits paid to participants$4,290,534
Plan auditUnmodified (clean) audit opinion
AuditorGEARHART, WEINECKE & VERRASTRO, PC
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 652 accts · $583K emplr
2023$27.2M · 648 accts · $578K emplr
2022$24.1M · 642 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$249,689
Total administrative$249,689
The Blaise Alexander Management, Inc. 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$782 per active participant
2022$707 per active participant

Blaise Alexander Management, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASSETMARK · Contract administrator · Plan administrator$235,094
EPIC RETIREMENT PLAN SERVICES · Contract administrator · Recordkeeping$166,801

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

Recordkeeper by year2
2024ASSETMARK, EPIC RPS
2023ASSETMARK, EPIC RPS, John Hancock

This plan has changed recordkeepers within these filings. If you left Blaise Alexander Management, Inc. 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$249,689 · 0.88%
2023$157,001 · 0.61%
2022$171,165 · 0.68%
Same employer
Similar plansRetail Trade · Pennsylvania
Norman's Gift Shops, Inc. PA$35.2M · 0.14%
Shipley Energy Company PA$34.8M · 0.29%
Pentec Health, Inc. PA$34.7M · 0.29%
Sun Motor Cars, Inc. PA$29.0M · 0.06%
Skh Management Co PA$26.4M · 0.04%
Lezzer Holdings, Inc. PA$26.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271575032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.