Plan Ledger DOL Form 5500 · updated monthly

Coal and Environmental Services Inc 401K Profit Sharing Plan401(k)

COAL AND ENVIRONMENTAL SERVICES, INC 401K PS PLAN · SOMERSET, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Coal and Environmental Services Inc 401K Profit Sharing Plan reported $17,632 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,195 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 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,572nd of 3,651), and 8,837th of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 105 to 123 since 2022.

Plan summary
Net assets, end of year$7,602,485
Participants with balances131
Active participants123
Employer contributions$146,948
Employee contributions$285,969
Employer contribution per active participant$1,195
Average account balance$58,034
Benefits paid to participants$54,696
Plan auditUnmodified (clean) audit opinion
AuditorWESSEL AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 131 accts · $147K emplr
2023$6.1M · 128 accts · $142K emplr
2022$5.5M · 116 accts · $149K emplr
Administrative expenses, itemized · 2024
Investment management$17,632
Total administrative$17,632
The Coal and Environmental Services Inc 401K Profit Sharing Plan 401(k) match · 2024
Employer contribution per active participant$1,195
Median for plans this size$1,313
2024$1,195 per active participant
2023$1,192 per active participant
2022$1,419 per active participant

Coal and Environmental Services Inc 401K Profit Sharing Plan's 2024 employer contribution ran below the $1,313 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 · 20241
AMERISERV WEALTH & CAPTIAL MGMT · Trustee$17,632

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$17,632 · 0.26%
2023$16,197 · 0.28%
2022$15,803 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Benetrends, Inc. PA$7.7M · 0.11%
Innovu, Inc. PA$7.7M · 0.00%
Havpak, Inc. PA$7.7M · 0.74%
Ipc Management Inc PA$7.4M · 0.80%
C. S. Davidson, Inc. PA$7.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262417607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.