Plan Ledger DOL Form 5500 · updated monthly

E.K. McConkey & Co., Inc.401(k)

E.K. MCCONKEY & CO. SALARY DEFERRAL PLAN · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

E.K. McConkey & Co., Inc. reported $95,960 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,775 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 4 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,144th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,354th of 4,798 in finance & insurance. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 102 to 128 since 2022.

Plan summary
Net assets, end of year$31,213,864
Participants with balances183
Active participants128
Employer contributions$611,239
Employee contributions$1,187,136
Employer contribution per active participant$4,775
Average account balance$170,568
Benefits paid to participants$626,129
Plan auditUnmodified (clean) audit opinion
AuditorTROUT CPA
Plan history4
Yearassets · accounts · employer contribution
2025$29.5M · 180 accts · $635K emplr
2024$31.2M · 183 accts · $611K emplr
2023$27.2M · 171 accts · $509K emplr
2022$22.8M · 146 accts · $461K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,924
Investment management$86,036
Total administrative$95,960
The E.K. McConkey & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$4,775
Median for plans this size$2,416
2025$5,160 per active participant
2024$4,775 per active participant
2023$4,142 per active participant
2022$4,520 per active participant

E.K. McConkey & Co., Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
LETORT MANAGEMENT & TRUST CO. · Recordkeeping · Trustee$95,960

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

Recordkeeper by year3
2025LETORT MANAGEMENT & TRUST CO.
2024LETORT MANAGEMENT & TRUST CO.
2023LETORT MANAGEMENT & TRUST CO.

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Administrative cost history4
2025$99,783 · 0.33%
2024$95,960 · 0.33%
2023$84,322 · 0.34%
2022$80,894 · 0.34%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232385085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.