Plan Ledger DOL Form 5500 · updated monthly

Earth Sun Moon Trading Company401(k)

EARTH SUN MOON TRADING COMPANY 401K PROFIT SHARING PLAN AND TRUST · GROVE CITY, PA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Earth Sun Moon Trading Company reported $23,693 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,217 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 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,242nd of 3,651), and 2,847th of 4,246 in wholesale trade. In 2023, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,472,049
Participants with balances138
Active participants177
Employer contributions$215,334
Employee contributions$307,587
Employer contribution per active participant$1,217
Average account balance$75,884
Benefits paid to participants$1,639,376
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $4K emplr
2024$10.0M · 118 accts · $107K emplr
2023$10.5M · 138 accts · $215K emplr
2022$9.9M · 149 accts · $281K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,272
Investment management$14,421
Total administrative$23,693
The Earth Sun Moon Trading Company 401(k) match · 2023
Employer contribution per active participant$1,217
Median for plans this size$2,440
2024$625 per active participant
2023$1,217 per active participant
2022$1,494 per active participant

Earth Sun Moon Trading Company's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CAPITAL RESEARCH AND MANAGEMENT COM · Contract administrator · Recordkeeping$4,465
KESTRA INVESTMENT SERVICES · Investment advisory (participants) · Investment advisory (plan)$14,421

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

Recordkeeper by year3
2025CAPITAL RESEARCH AND MANAGEMENT COM
2024CAPITAL RESEARCH AND MANAGEMENT COM
2023CAPITAL RESEARCH AND MANAGEMENT COM

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

Administrative cost history4
2025Not separately reported
2024$26,172 · 0.26%
2023$23,693 · 0.23%
2022$26,740 · 0.24%
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%
Penn Veterinary Supply PA$10.2M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232923538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.