Plan Ledger DOL Form 5500 · updated monthly

Byler Holdings, LLC401(k)

BYLER HOLDINGS 401(K) PLAN · LEBANON, PA · plan year 2023

Reported admin expense ratio · 2023
0.91%

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

Byler Holdings, LLC reported $19,357 in plan administrative expenses for 2023: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,013 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 has held roughly steady near 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Pennsylvania (3,291st of 3,651), and 715th of 786 in management of companies. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,328,604
Participants with balances143
Active participants157
Employer contributions$159,016
Employee contributions$374,529
Employer contribution per active participant$1,013
Average account balance$16,284
Benefits paid to participants$430,256
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history2
Yearassets · accounts · employer contribution
2023$2.3M · 143 accts · $159K emplr
2022$1.9M · 118 accts · $128K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,829
Investment management$13,528
Total administrative$19,357
The Byler Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$1,013
Median for plans this size$1,308
2023$1,013 per active participant
2022$943 per active participant

Byler Holdings, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PCS RETIREMENT, LLC · Contract administrator · Recordkeeping$5,829
MURRAY WEALTH MANAGEMENT · Investment advisory (plan) · Investment management$21,057

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

Administrative cost history2
2023$19,357 · 0.91%
2022$15,515 · 0.89%
Similar plansManagement of Companies · Pennsylvania
Huntingdon Valley Bank PA$6.6M · 0.39%
Jpn Management, Inc. PA$3.5M · 1.01%
Byler Holdings, LLC PA$3.3M · 1.11%
Kmi Holdings, Inc PA$2.2M · 1.03%
Frx Management Holdings PA$1.0M · 1.92%
Everest EB-5 Capital LLC PA$453K · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842196708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.