Plan Ledger DOL Form 5500 · updated monthly

Coin Wrap, Inc.401(k)

COIN WRAP, INC. 401(K) PLAN · MIDDLETOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Coin Wrap, Inc. reported $10,400 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $366 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 0.19% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (2,904th of 3,651), and 1,465th of 2,534 in administrative & support services. In 2024, employees put in $7.14 for every $1.00 the employer contributed; active participation has grown from 144 to 166 since 2022.

Plan summary
Net assets, end of year$4,793,156
Participants with balances172
Active participants166
Employer contributions$60,700
Employee contributions$433,376
Employer contribution per active participant$366
Average account balance$27,867
Benefits paid to participants$114,260
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 172 accts · $61K emplr
2023$3.9M · 159 accts · $54K emplr
2022$3.0M · 246 accts · $40K emplr
Administrative expenses, itemized · 2024
Investment management$10,400
Total administrative$10,400
The Coin Wrap, Inc. 401(k) match · 2024
Employer contribution per active participant$366
Median for plans this size$1,313
2024$366 per active participant
2023$353 per active participant
2022$281 per active participant

Coin Wrap, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$10,399

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

Recordkeeper by year2
2024UBS
2023UBS

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

Administrative cost history3
2024$10,400 · 0.24%
2023$7,983 · 0.23%
2022$6,092 · 0.19%
Same employer
Similar plansAdministrative & Support Services · Pennsylvania
Tyber Medical LLC PA$6.3M · 0.48%
Noble Environmental, Inc. PA$5.7M · 0.05%
Penn Credit PA$5.7M · 0.53%
Techo-Bloc Corp PA$5.1M · 0.72%
A. J. Blosenski, Inc. PA$4.6M · 0.91%
Greiner Packaging Corp. PA$4.5M · 1.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 510235930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.