Plan Ledger DOL Form 5500 · updated monthly

Chalmers & Kubeck, Inc.401(k)

CHALMERS & KUBECK, INC. 401(K) PLAN · ASTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Chalmers & Kubeck, Inc. reported $39,035 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,221 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 0.01% to 0.14%. 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 1,198th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,547th of 13,661 in manufacturing. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 174 to 203 since 2022.

Plan summary
Net assets, end of year$29,404,067
Participants with balances198
Active participants203
Employer contributions$450,942
Employee contributions$1,334,107
Employer contribution per active participant$2,221
Average account balance$148,505
Benefits paid to participants$3,141,580
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 198 accts · $451K emplr
2023$27.4M · 192 accts · $390K emplr
2022$22.2M · 186 accts · $323K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,035
Total administrative$39,035
The Chalmers & Kubeck, Inc. 401(k) match · 2024
Employer contribution per active participant$2,221
Median for plans this size$2,416
2024$2,221 per active participant
2023$1,991 per active participant
2022$1,859 per active participant

Chalmers & Kubeck, Inc.'s 2024 employer contribution ran below 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 · 20241
CHARLES SCHWAB BANK · Custodial (securities) · Trusteeindirect comp

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

Administrative cost history3
2024$39,035 · 0.14%
2023$1,459 · 0.01%
2022$1,936 · 0.01%
Same employer
Similar plansManufacturing · Pennsylvania
R-V Industries, Inc. PA$29.9M · 0.10%
M. H. Eby, Inc PA$29.8M · 0.71%
Pg Publishing Company PA$29.7M · 0.26%
Phb, Inc. PA$29.3M · 0.40%
Dura-Bond Industries, Inc. PA$29.1M · 0.03%
Elg Haniel Metals Corp. PA$29.0M · 0.33%
Sandmeyer Steel Company PA$28.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231573156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.