Plan Ledger DOL Form 5500 · updated monthly

Conicelli & Affiliated Dealerships401(k)

CONICELLI & AFFILIATED DEALERSHIPS 401(K) PROFIT SHARING PLAN · CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Conicelli & Affiliated Dealerships reported $161,109 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $511 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 0.39% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,015th-largest of 3,651 plans among Pennsylvania employers on file, and the 851st of 5,215 in retail trade. In 2024, employees put in $8.32 for every $1.00 the employer contributed; active participation has grown from 377 to 424 since 2022.

Plan summary
Net assets, end of year$37,041,597
Participants with balances422
Active participants424
Employer contributions$216,655
Employee contributions$1,802,731
Employer contribution per active participant$511
Average account balance$87,776
Benefits paid to participants$5,016,924
Plan auditUnmodified (clean) audit opinion
AuditorBOYER & RITTER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 422 accts · $217K emplr
2023$34.9M · 430 accts · $219K emplr
2022$31.3M · 435 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,209
Total administrative$161,109
The Conicelli & Affiliated Dealerships 401(k) match · 2024
Employer contribution per active participant$511
Median for plans this size$2,416
2024$511 per active participant
2023$533 per active participant
2022$572 per active participant

Conicelli & Affiliated Dealerships'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 · 20243
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$70,995
DUNCAN ACCOUNTING & TAX SERVICES · Contract administrator · Loan processing$31,160

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$161,109 · 0.45%
2023$140,946 · 0.43%
2022$135,517 · 0.39%
Similar plansRetail Trade · Pennsylvania
Pentech Holdings Inc. PA$44.4M · 0.21%
Everfast, Inc. PA$39.3M · 0.28%
Autobody Products, Inc. PA$37.0M · 0.06%
Norman's Gift Shops, Inc. PA$35.2M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232731655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.