Plan Ledger DOL Form 5500 · updated monthly

Brock and Company, Inc.401(k)

BROCK AND COMPANY, INC. 401(K) RETIREMENT PLAN · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Brock and Company, Inc. reported $62,398 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $401 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 0.52% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Pennsylvania (1,993rd of 3,651), and the 455th of 2,240 in accommodation & food services. In 2024, employees put in $5.71 for every $1.00 the employer contributed; active participation has grown from 274 to 384 since 2022.

Plan summary
Net assets, end of year$13,296,065
Participants with balances416
Active participants384
Employer contributions$154,031
Employee contributions$879,449
Employer contribution per active participant$401
Average account balance$31,962
Benefits paid to participants$1,848,746
Plan auditUnmodified (clean) audit opinion
AuditorRW GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 416 accts · $154K emplr
2023$12.2M · 335 accts · $131K emplr
2022$10.0M · 334 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,917
Investment management$25,481
Total administrative$62,398
The Brock and Company, Inc. 401(k) match · 2024
Employer contribution per active participant$401
Median for plans this size$2,416
2024$401 per active participant
2023$435 per active participant
2022$403 per active participant

Brock and Company, 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$36,917
LPL FINANCIAL RPCP · Investment advisory (plan)$25,481

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$62,398 · 0.49%
2023$57,461 · 0.52%
2022$61,003 · 0.52%
Same employer
Similar plansAccommodation & Food Services · Pennsylvania
Nutrition, Inc. PA$20.0M · 1.58%
Woodloch Pines, Inc. PA$19.1M · 0.70%
Cennial Company, Inc. PA$11.0M · 0.18%
Summerwood Corporation PA$9.4M · 0.87%
Duquesne Club PA$9.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231294892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.