Plan Ledger DOL Form 5500 · updated monthly

Cleveland Brothers Holdings, Inc.401(k)

CLEVELAND BROTHERS RETIREMENT PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Cleveland Brothers Holdings, Inc. reported $178,510 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,748 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 0.06% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 218th-largest of 3,651 plans among Pennsylvania employers on file, and the 165th of 4,246 in wholesale trade. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 1,038 to 1,183 since 2022.

Plan summary
Net assets, end of year$283,761,246
Participants with balances1,882
Active participants1,183
Employer contributions$5,616,405
Employee contributions$8,022,433
Employer contribution per active participant$4,748
Average account balance$150,776
Benefits paid to participants$24,168,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$283.8M · 1,882 accts · $5.6M emplr
2023$259.9M · 1,763 accts · $11.7M emplr
2022$223.6M · 1,632 accts · $10.2M emplr
The Cleveland Brothers Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4,748
Median for plans this size$4,294
2024$4,748 per active participant
2023$10,320 per active participant
2022$9,800 per active participant

Cleveland Brothers Holdings, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$12,890
VANGUARD ADVISERS INC. · Investment advisory (participants)$166,960

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$178,510 · 0.07%
2023$156,570 · 0.06%
2022$147,764 · 0.06%
All plans at this employer2
CLEVELAND BROTHERS RETIREMENT PLAN401(k)
CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES401(k)
Similar plansWholesale Trade · Pennsylvania
Avantor, Inc. PA$648.0M · 0.10%
Brenntag North America, Inc. PA$630.0M · 0.18%
Hajoca Corporation PA$352.3M · 0.10%
D & H Corporate Group Inc. PA$288.7M · 0.13%
Benco Dental Supply Company PA$261.5M · 0.08%
Dorman Products, Inc. PA$239.3M · 0.20%
L/B Water Service, Inc. PA$224.1M · 0.01%
United Refrigeration Inc. PA$210.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203561796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.