Plan Ledger DOL Form 5500 · updated monthly

Clark Core Services, LLC401(k)

CLARK ASSOCIATES, INC. MULTIPLE EMPLOYER 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Clark Core Services, LLC reported $897,855 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $964 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 0.31% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 234th-largest of 3,651 plans among Pennsylvania employers on file, and the 178th of 5,215 in retail trade. In 2024, employees put in $3.65 for every $1.00 the employer contributed; active participation has grown from 5,323 to 8,318 since 2022.

Plan summary
Net assets, end of year$258,153,865
Participants with balances7,966
Active participants8,318
Employer contributions$8,014,442
Employee contributions$29,283,889
Employer contribution per active participant$964
Average account balance$32,407
Benefits paid to participants$14,409,346
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$258.2M · 7,966 accts · $8.0M emplr
2023$197.3M · 7,128 accts · $22.3M emplr
2022$136.8M · 5,556 accts · $7.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$897,855
Total administrative$897,855
The Clark Core Services, LLC 401(k) match · 2024
Employer contribution per active participant$964
Median for plans this size$3,635
2024$964 per active participant
2023$3,104 per active participant
2022$1,325 per active participant

Clark Core Services, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$635,630
NA FALCONE & ASSOCIATES INC. · Contract administrator · Other services$262,225

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$897,855 · 0.39%
2023$781,804 · 0.47%
2022$417,882 · 0.31%
Same employer
Similar plansRetail Trade · Pennsylvania
Amerigas Propane, Inc. PA$530.0M · 0.10%
Urban Outfitters, Inc. PA$513.3M · 0.12%
Weis Markets, Inc. PA$304.0M · 0.70%
Thrifty Payless Inc. PA$266.9M · 0.05%
Adapthealth, LLC PA$159.0M · 0.29%
Boscov's, Inc. PA$147.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231855710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.