Plan Ledger DOL Form 5500 · updated monthly

Edwin L. Heim Company401(k) + ESOP (KSOP)

EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Edwin L. Heim Company reported $125,052 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $24,938 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 0.146%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 520th-largest of 3,651 plans among Pennsylvania employers on file, and the 682nd of 5,337 in construction. In 2024, the employer put in $3.61 for every $1.00 employees contributed themselves; active participation has grown from 154 to 172 since 2022.

Plan summary
Net assets, end of year$88,224,303
Participants with balances230
Active participants172
Employer contributions$4,289,295
Employee contributions$1,189,686
Employer contribution per active participant$24,938
Average account balance$383,584
Benefits paid to participants$9,556,348
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$88.2M · 230 accts · $4.3M emplr
2023$82.5M · 217 accts · $3.5M emplr
2022$73.0M · 199 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,540
Trustee / custodial$123,512
Total administrative$125,052
The Edwin L. Heim Company 401(k) match · 2024
Employer contribution per active participant$24,938
Median for plans this size$3,635
2024$24,938 per active participant
2023$22,016 per active participant
2022$18,821 per active participant

Edwin L. Heim Company's 2024 employer contribution ran above the $3,635 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 · 202411
FULTON FINANCIAL ADVISORS · Claims processing · Custodial (securities)$123,512
CAPITAL RESEARCH AND MANAGEMENT COM · Investment managementindirect comp
DOUBLELINE CAPITAL LP · Investment managementindirect comp
HARBOR CAPITAL ADVISORS INC · Investment managementindirect comp
J.P. MORGAN INVESTMENT MANAGEMENT, · Investment managementindirect comp
MASSACHUSETTS FINANCIAL SERVICES CO · Investment managementindirect comp
PGIM INVESTMENTS LLC · Investment managementindirect comp
PRINCIPAL GLOBAL INVESTORS LLC · Investment managementindirect comp
T. ROWE PRICE ASSOCIATES, INC. · Investment managementindirect comp
VICTORY CAPITAL MANAGEMENT INC. · Investment managementindirect comp
GOLDMAN SACHS ASSET , L.P. · Investment managementindirect comp

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

Administrative cost history3
2024$125,052 · 0.15%
2023$127,707 · 0.16%
2022$105,062 · 0.15%
Same employer
Similar plansConstruction · Pennsylvania
Wagman Inc. PA$93.5M · 0.07%
Irex Corporation PA$84.0M · 0.07%
Worth & Company, Inc. PA$80.9M · 0.35%
Iron Workers Local 404 PA$75.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231265924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.