Plan Ledger DOL Form 5500 · updated monthly

Blue Rock Construction, Inc.401(k)

BLUE ROCK CONSTRUCTION, INC. 401(K) PLAN · NEWTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Blue Rock Construction, Inc. reported $56,525 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,592 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 0.55% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,113th of 3,651), and 2,834th of 5,337 in construction. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has shrunk from 91 to 71 since 2022.

Plan summary
Net assets, end of year$11,817,424
Participants with balances92
Active participants71
Employer contributions$326,013
Employee contributions$740,640
Employer contribution per active participant$4,592
Average account balance$128,450
Benefits paid to participants$1,195,720
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 92 accts · $326K emplr
2023$10.5M · 103 accts · $356K emplr
2022$8.7M · 104 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,304
Investment management$28,221
Total administrative$56,525
The Blue Rock Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$4,592
Median for plans this size$2,416
2024$4,592 per active participant
2023$4,394 per active participant
2022$3,800 per active participant

Blue Rock Construction, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
TRANSAMERICA RET SOLUTIONS, LLC · Recordkeeping · Loan processing$27,279
THE PARAGON ALLIANCE GROUP, LLC · Recordkeeping · Loan processing$1,025
MML INVESTORS SERVICES LLC · Investment advisory (plan)$28,221

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

Recordkeeper by year2
2024THE PARAGON ALLIANCE GROUP, LLC, Transamerica
2023THE PARAGON ALLIANCE GROUP, LLC, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,525 · 0.51%
2023$39,271 · 0.41%
2022$50,066 · 0.55%
Similar plansConstruction · Pennsylvania
Sargent Electric Company PA$12.2M · 0.07%
Smucker Company PA$11.9M · 0.28%
Lobar Associates, Inc. PA$11.8M · 0.16%
Blair Image Elements PA$11.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010548802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.