Plan Ledger DOL Form 5500 · updated monthly

Brubacher Excavating, Inc.401(k)

BRUBACHER EXCAVATING, INC. 401(K) PROFIT SHARING PLAN · BOWMANSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Brubacher Excavating, Inc. reported $68,157 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,302 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 0.36% to 0.33%. 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 the 1,466th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,907th of 5,337 in construction. In 2024, employees put in $4.00 for every $1.00 the employer contributed; active participation has grown from 258 to 285 since 2022.

Plan summary
Net assets, end of year$21,756,679
Participants with balances335
Active participants285
Employer contributions$371,169
Employee contributions$1,484,363
Employer contribution per active participant$1,302
Average account balance$64,945
Benefits paid to participants$1,724,465
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 335 accts · $371K emplr
2023$19.0M · 373 accts · $350K emplr
2022$15.2M · 351 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,949
Investment management$10,787
Audit (IQPA)$9,275
Trustee / custodial$6,146
Total administrative$68,157
The Brubacher Excavating, Inc. 401(k) match · 2024
Employer contribution per active participant$1,302
Median for plans this size$2,416
2024$1,302 per active participant
2023$1,277 per active participant
2022$1,214 per active participant

Brubacher Excavating, 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 · 20246
CONRAD SIEGEL · Recordkeeping · Pension consulting$41,949
CONRAD SIEGEL INVESTMENT ADVISORS · Investment advisory (plan) · Participant communication$10,787
MCKONLY & ASBURY, LLP · Accounting / audit$9,275
CHARLES SCHWAB & CO., INC. · Custodial (securities)$6,146
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY MANAGEMENT & RESEARCH COMP · Investment managementindirect comp

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

Recordkeeper by year2
2024Conrad Siegel
2023Conrad Siegel

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Administrative cost history3
2024$68,157 · 0.33%
2023$57,642 · 0.34%
2022$58,942 · 0.36%
Same employer
Similar plansConstruction · Pennsylvania
George J. Hayden, Inc PA$22.1M · 0.05%
Pkf-Mark III, Inc. PA$21.7M · 0.09%
Haller Enterprises, LLC PA$21.6M · 0.50%
Tustin Mechanical Services PA$21.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232073860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.