Plan Ledger DOL Form 5500 · updated monthly

Dan Schantz Farm & Greenhouses401(k)

DAN SCHANTZ FARM & GREENHOUSES LLC 401(K) RETIREMENT PLAN · ZIONSVILLE, PA · plan year 2022

Reported admin expense ratio · 2022
0.43%

Dan Schantz Farm & Greenhouses reported $12,580 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Pennsylvania (3,264th of 3,651), and 778th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$2,454,500
Participants with balances81
Active participants107
Employer contributions—
Employee contributions$184,065
Employer contribution per active participant—
Average account balance$30,302
Benefits paid to participants$261,401
Plan auditUnmodified (clean) audit opinion
AuditorBAUM SMITH & CLEMENS
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$12,580 · 0.43%
Similar plansAgriculture, Forestry & Fishing · Pennsylvania
Jaindl Farms, LLC PA$5.8M · 0.44%
To-Jo Mushrooms, Inc. PA$5.0M · 0.56%
Hendrix-Isa, LLC PA$3.8M · 0.92%
Star Medical, Inc. PA$2.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260003529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.