Plan Ledger DOL Form 5500 · updated monthly

Cleaveland/Price, Inc.401(k)

CLEAVELAND/PRICE, INC. 401K PLAN · TRAFFORD, PA · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Cleaveland/Price, Inc. reported $136,098 in plan administrative expenses for 2025: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,185 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 rose from 0.05% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 729th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,956th of 13,661 in manufacturing. In 2025, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 250 to 344 since 2022.

Plan summary
Net assets, end of year$54,566,278
Participants with balances360
Active participants344
Employer contributions$2,127,745
Employee contributions$2,073,337
Employer contribution per active participant$6,185
Average account balance$151,573
Benefits paid to participants$3,832,571
Plan auditUnmodified (clean) audit opinion
AuditorDELUZIO & COMPANY LLP
Plan history4
Yearassets · accounts · employer contribution
2025$54.6M · 360 accts · $2.1M emplr
2024$45.5M · 331 accts · $2.1M emplr
2023$38.2M · 289 accts · $1.8M emplr
2022$31.7M · 282 accts · $1.5M emplr
The Cleaveland/Price, Inc. 401(k) match · 2025
Employer contribution per active participant$6,185
Median for plans this size$4,093
2025$6,185 per active participant
2024$6,590 per active participant
2023$6,931 per active participant
2022$5,905 per active participant

Cleaveland/Price, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ROBERT W. BAIRD & CO. · Investment advisory (plan)$85,951
PENNSYLVANIA PENSION PLANNERS · Contract administrator$12,752

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

Administrative cost history4
2025$136,098 · 0.27%
2024$113,966 · 0.27%
2023$92,630 · 0.27%
2022$18,055 · 0.05%
Same employer
Similar plansManufacturing · Pennsylvania
Greenleaf Corporation PA$56.6M · 0.18%
Lamtec Corporation PA$56.3M · 0.06%
Solar Atmospheres Inc. PA$54.4M · 0.35%
Ems Holdco, Inc. PA$53.2M · 0.32%
Kurt J Lesker Co PA$52.7M · 0.19%
Livent USA Corp PA$52.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362765905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.