Plan Ledger DOL Form 5500 · updated monthly

Combined Systems Inc401(k)

COMBINED SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST · JAMESTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Combined Systems Inc reported $13,520 in plan administrative expenses for 2022: 0.48% of average plan assets, above the peer median. Employer contributions averaged $923 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,254th of 3,651), and 12,536th of 13,661 in manufacturing. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,542,488
Participants with balances84
Active participants169
Employer contributions$156,066
Employee contributions$322,098
Employer contribution per active participant$923
Average account balance$30,268
Benefits paid to participants$469,535
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,130
Investment management$1,390
Total administrative$13,520
The Combined Systems Inc 401(k) match · 2022
Employer contribution per active participant$923
Median for plans this size$1,114

Combined Systems Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,520 · 0.48%
Same employer
Similar plansManufacturing · Pennsylvania
Okna Windows Corporation PA$2.7M · 1.16%
Norac USA Corporation PA$2.7M · 0.62%
Data Papers, Inc. PA$2.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133064673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.