Plan Ledger DOL Form 5500 · updated monthly

Cambridge-Lee Industries LLC401(k)

CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Cambridge-Lee Industries LLC reported $127,799 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,916 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 0.33% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,167th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,452nd of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 168 to 186 since 2022.

Plan summary
Net assets, end of year$30,295,648
Participants with balances238
Active participants186
Employer contributions$728,417
Employee contributions$1,392,105
Employer contribution per active participant$3,916
Average account balance$127,293
Benefits paid to participants$1,265,080
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 238 accts · $728K emplr
2023$26.1M · 223 accts · $730K emplr
2022$22.8M · 221 accts · $614K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,318
Investment management$104,481
Total administrative$127,799
The Cambridge-Lee Industries LLC 401(k) match · 2024
Employer contribution per active participant$3,916
Median for plans this size$2,416
2024$3,916 per active participant
2023$4,268 per active participant
2022$3,654 per active participant

Cambridge-Lee Industries LLC's 2024 employer contribution ran above the $2,416 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$104,481
ADP, INC. · Loan processing · Recordkeeping$23,317
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$127,799 · 0.45%
2023$110,778 · 0.45%
2022$83,540 · 0.33%
All plans at this employer2
CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN401(k)
CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Boiron, Inc PA$31.0M · 0.32%
Pfnonwovens LLC PA$31.0M · 0.19%
Ateeco, Inc. PA$30.6M · 0.02%
Abec, Inc. PA$30.3M · 0.06%
Smooth-On, Inc. PA$30.1M · 0.27%
Dmi Companies, Inc. PA$29.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900137657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.