Plan Ledger DOL Form 5500 · updated monthly

C. F. Martin & Co., Inc.401(k)

C. F. MARTIN & CO., INC. 401(K) PLAN · NAZARETH, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

C. F. Martin & Co., Inc. reported $188,728 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,493 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 0.22% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 433rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,721st of 13,661 in manufacturing. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 174 to 559 since 2022.

Plan summary
Net assets, end of year$114,956,396
Participants with balances690
Active participants559
Employer contributions$1,393,373
Employee contributions$1,907,258
Employer contribution per active participant$2,493
Average account balance$166,603
Benefits paid to participants$4,673,669
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$115.0M · 690 accts · $1.4M emplr
2023$66.1M · 239 accts · $1.0M emplr
2022$62.4M · 230 accts · $965K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,228
Investment management$54,500
Total administrative$188,728
The C. F. Martin & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,493
Median for plans this size$3,635
2024$2,493 per active participant
2023$5,323 per active participant
2022$5,547 per active participant

C. F. Martin & Co., Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$134,228
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$52,900

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$188,728 · 0.21%
2023$142,533 · 0.22%
2022$152,677 · 0.22%
All plans at this employer2
C. F. MARTIN & CO., INC. 401(K) PLAN FOR HOURLY EMPLOYEES401(k)
C. F. MARTIN & CO., INC. 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Supplyone, Inc. PA$119.5M · 0.25%
C&D Technologies, Inc. PA$118.5M · 0.20%
Oberg Industries, LLC PA$116.2M · 0.13%
Sfs Group USA, Inc. PA$113.8M · 0.11%
United Biosource LLC PA$108.2M · 0.07%
New Pig Corporation PA$106.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240654010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.