Plan Ledger DOL Form 5500 · updated monthly

Country Fair, Inc.401(k)

COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN · ERIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Country Fair, Inc. reported $4,213 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,304 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 fell from 0.10% to 0.03%. 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 among the smaller plans on file in Pennsylvania (1,892nd of 3,651), and the 1,952nd of 5,215 in retail trade. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,533,733
Participants with balances351
Active participants412
Employer contributions$537,429
Employee contributions$793,392
Employer contribution per active participant$1,304
Average account balance$41,407
Benefits paid to participants$1,582,038
Plan auditUnmodified (clean) audit opinion
AuditorLVBW, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 351 accts · $537K emplr
2023$13.2M · 360 accts · $517K emplr
2022$10.9M · 334 accts · $463K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,319
Total administrative$4,213
The Country Fair, Inc. 401(k) match · 2024
Employer contribution per active participant$1,304
Median for plans this size$2,416
2024$1,304 per active participant
2023$1,261 per active participant
2022$1,205 per active participant

Country Fair, 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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$4,213 · 0.03%
2023$3,275 · 0.03%
2022$11,908 · 0.10%
All plans at this employer2
COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN401(k)
COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES401(k)
Same employer
Similar plansRetail Trade · Pennsylvania
Sharp Shopper, Inc. PA$14.9M · 0.28%
Scott Imports, Inc. PA$14.8M · 0.27%
O. C. Cluss Lumber Company PA$14.7M · 0.35%
Rusmur Floors Inc PA$14.4M · 0.50%
Tom Masano, Inc. PA$14.3M · 0.61%
Delaney Chevrolet, Inc. PA$14.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251149799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.