Plan Ledger DOL Form 5500 · updated monthly

Clark's Pump N' Shop, Inc.401(k)

CLARK'S PUMP N' SHOP, INC. 401(K) PLAN · ASHLAND, KY · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

Clark's Pump N' Shop, Inc. reported $51,640 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $654 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 3 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Kentucky (559th of 871), and 3,290th of 4,246 in wholesale trade. In 2023, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,500,732
Participants with balances120
Active participants340
Employer contributions$222,199
Employee contributions$400,213
Employer contribution per active participant$654
Average account balance$62,506
Benefits paid to participants$1,553,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 120 accts · $245K emplr
2023$7.5M · 120 accts · $222K emplr
2022$7.1M · 118 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,916
Investment management$28,724
Total administrative$51,640
The Clark's Pump N' Shop, Inc. 401(k) match · 2023
Employer contribution per active participant$654
Median for plans this size$1,308
2024$671 per active participant
2023$654 per active participant
2022$497 per active participant

Clark's Pump N' Shop, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$48,915 · 0.69%
2023$51,640 · 0.71%
2022$37,433 · 0.67%
Similar plansWholesale Trade · Kentucky
Winston Industries, LLC KY$8.1M · 0.28%
Modern Distributors, Inc. KY$8.0M · 0.60%
Ross Acquisition Co. KY$6.4M · 0.74%
Zotefoams Inc. KY$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610978158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.