Plan Ledger DOL Form 5500 · updated monthly

Caddick Utilities LLC401(k)

CADDICK UTILITIES LLC 401K RETIREMENT PLAN · AMBLER, PA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Caddick Utilities LLC reported $65,613 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $7,244 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 rose from 0.03% to 0.27%. 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 1,318th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,706th of 5,337 in construction. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,629,554
Participants with balances149
Active participants120
Employer contributions$869,275
Employee contributions$694,024
Employer contribution per active participant$7,244
Average account balance$172,010
Benefits paid to participants$996,010
Plan auditDisclaimer of opinion
AuditorANSEL & ASSOCIATES, CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 149 accts · $869K emplr
2023$22.6M · 147 accts · $825K emplr
2022$19.3M · 156 accts · $826K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,939
Investment management$37,674
Total administrative$65,613
The Caddick Utilities LLC 401(k) match · 2024
Employer contribution per active participant$7,244
Median for plans this size$2,416
2024$7,244 per active participant
2023$6,933 per active participant
2022$6,553 per active participant

Caddick Utilities LLC'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 · 20244
NATIONWIDE · Recordkeeping · Loan processing$18,733
DELAWARE VALLEY RETIREMENT INC · Recordkeeping · Loan processing$9,206
RAYMOND JAMES & ASSOCIATES, INC. · Other services$27,137
PRO ACCOUNT · Investment advisory (participants)$10,537

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

Recordkeeper by year2
2024DELAWARE VALLEY RETIREMENT INC, Nationwide
2023DELAWARE VALLEY RETIREMENT INC, Nationwide

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

Administrative cost history3
2024$65,613 · 0.27%
2023$10,904 · 0.05%
2022$5,375 · 0.03%
Same employer
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James D. Morrissey, Inc. PA$26.4M · 0.19%
Leonard S. Fiore, Inc. PA$26.0M · 0.34%
Qualtek USA, LLC PA$26.0M · 0.43%
People 2.0 Global, LP PA$25.9M · 0.05%
Riggs Industries, Inc. PA$25.5M · 0.00%
Oliver Sprinkler Co., Inc. PA$25.0M · 0.67%
S & a Homes, Inc. PA$25.0M · 0.31%
The Witmer Group, LLC PA$24.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263945873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.