Plan Ledger DOL Form 5500 · updated monthly

Edwards Business Machines, Inc.401(k)

EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN · WYOMISSING, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Edwards Business Machines, Inc. reported $61,899 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,052 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (1,969th of 3,651), and the 909th of 2,096 in real estate & leasing. In 2024, employees put in $4.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,594,675
Participants with balances142
Active participants134
Employer contributions$140,972
Employee contributions$657,133
Employer contribution per active participant$1,052
Average account balance$95,737
Benefits paid to participants$1,548,910
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 142 accts · $141K emplr
2023$12.6M · 141 accts · $127K emplr
2022$11.5M · 133 accts · $116K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,072
Investment management$44,827
Total administrative$61,899
The Edwards Business Machines, Inc. 401(k) match · 2024
Employer contribution per active participant$1,052
Median for plans this size$2,416
2024$1,052 per active participant
2023$978 per active participant
2022$910 per active participant

Edwards Business Machines, 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$17,072
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$44,827

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$61,899 · 0.47%
2023$56,057 · 0.46%
2022$60,862 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Scully Company PA$15.0M · 0.54%
Bet Investments PA$14.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231672672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.