Plan Ledger DOL Form 5500 · updated monthly

Conrad Company Holdings, LLC401(k)

THE CONRAD COMPANY 401(K) PLAN · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Conrad Company Holdings, LLC reported $43,614 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,750 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 has held roughly steady near 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,235th of 3,651), and 2,840th of 4,246 in wholesale trade. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,570,607
Participants with balances164
Active participants158
Employer contributions$276,553
Employee contributions$842,231
Employer contribution per active participant$1,750
Average account balance$64,455
Benefits paid to participants$555,408
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history2
Yearassets · accounts · employer contribution
2024$10.6M · 164 accts · $277K emplr
2023$8.9M · 150 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,821
Investment management$23,793
Total administrative$43,614
The Conrad Company Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,750
Median for plans this size$1,313
2024$1,750 per active participant
2023$751 per active participant

Conrad Company Holdings, LLC's 2024 employer contribution ran above 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 · 20245
LPL FINANCIAL · Investment advisory (plan)$19,446
PA RETIREMENT SOLUTIONS, INC. · Contract administrator$3,830
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$3,729
EMPOWER ADVISORY GROUP, LLC · Investment management$618

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

Administrative cost history2
2024$43,614 · 0.45%
2023$38,805 · 0.44%
Same employer
Similar plansWholesale Trade · Pennsylvania
Coen Oil Company, LLC PA$11.0M · 0.47%
Fisher and Thompson PA$11.0M · 0.13%
R F Fager Company PA$10.6M · 0.61%
Wallace Supply, LLC PA$10.2M · 0.53%
Deerfield Agency LLC PA$10.2M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873711410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.