Plan Ledger DOL Form 5500 · updated monthly

Chemlogix,Llc401(k)

CHEMLOGIX 401(K) PLAN · BLUE BELL, PA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Chemlogix,Llc reported $3,235 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,519 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 1 year on file its reported administrative ratio fell from 0.06% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,343rd of 3,651), and the 1,193rd of 2,677 in transportation & warehousing. In 2023, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,491,865
Participants with balances105
Active participants97
Employer contributions$341,317
Employee contributions$653,837
Employer contribution per active participant$3,519
Average account balance$90,399
Benefits paid to participants$249,793
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $75K emplr
2023$9.5M · 105 accts · $341K emplr
2022$7.2M · 104 accts · $332K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,235
Total administrative$3,235
The Chemlogix,Llc 401(k) match · 2023
Employer contribution per active participant$3,519
Median for plans this size$1,308
2023$3,519 per active participant
2022$3,419 per active participant

Chemlogix,Llc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$3,235

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

Administrative cost history3
2024Not separately reported
2023$3,235 · 0.04%
2022$4,811 · 0.06%
Similar plansTransportation & Warehousing · Pennsylvania
Bowser-Regal, Inc. PA$9.9M · 0.06%
Franklin Logistics Inc. PA$9.7M · 0.43%
Veltri, Inc. PA$9.6M · 0.58%
W.L. Roenigk Inc. PA$9.5M · 0.72%
Key Lakes, Inc. PA$9.2M · 0.14%
Buco Transportation, Inc. PA$9.0M · 0.22%
Transfreight, LLC PA$9.0M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 233064480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.