Plan Ledger DOL Form 5500 · updated monthly

Colonial Electric Supply Co Inc401(k)

COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST · KING OF PRUSSIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Colonial Electric Supply Co Inc reported $119,677 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $981 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 0.250%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 782nd-largest of 3,651 plans among Pennsylvania employers on file, and the 815th of 4,246 in wholesale trade. In 2024, employees put in $6.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,519,097
Participants with balances586
Active participants424
Employer contributions$415,920
Employee contributions$2,683,784
Employer contribution per active participant$981
Average account balance$86,210
Benefits paid to participants$4,299,432
Plan auditUnmodified (clean) audit opinion
AuditorSIANA CARR O'CONNOR LYNAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$50.5M · 586 accts · $416K emplr
2023$45.1M · 587 accts · $460K emplr
2022$33.1M · 532 accts · $401K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,290
Investment management$91,387
Audit (IQPA)$20,000
Total administrative$119,677
The Colonial Electric Supply Co Inc 401(k) match · 2024
Employer contribution per active participant$981
Median for plans this size$2,416
2024$981 per active participant
2023$1,078 per active participant
2022$986 per active participant

Colonial Electric Supply Co Inc's 2024 employer contribution ran below the $2,416 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 · 20244
WELLS FARGO · Recordkeeping · Trustee$91,387
SIANA CARR O'CONNOR & LYNAM, LLP · Recordkeeping · Pension consulting$20,000
ADP, INC. · Loan processing · Recordkeeping$8,290
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, SIANA CARR O'CONNOR & LYNAM, LLP, Wells Fargo
2023ADP, SIANA CARR O'CONNOR & LYNAM, LLP, Wells Fargo

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Administrative cost history3
2024$119,677 · 0.25%
2023$96,733 · 0.25%
2022$87,440 · 0.25%
Same employer
Similar plansWholesale Trade · Pennsylvania
Anderson Equipment Company PA$56.5M · 0.00%
Lenox Corporation PA$54.3M · 0.07%
Four Seasons Produce, Inc. PA$47.4M · 0.31%
Value Drug Company PA$45.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231879041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.