Plan Ledger DOL Form 5500 · updated monthly

Elliott-Lewis Corporation401(k)

ELLIOTT-LEWIS CORPORATION 401(K) SAVINGS PLAN · PHILADELPHIA, 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

Elliott-Lewis Corporation reported $128,322 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $5,375 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 fell from 0.45% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 930th-largest of 3,651 plans among Pennsylvania employers on file, and the 612th of 2,199 in information & media. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 184 to 211 since 2022.

Plan summary
Net assets, end of year$41,400,297
Participants with balances290
Active participants211
Employer contributions$1,134,035
Employee contributions$1,948,061
Employer contribution per active participant$5,375
Average account balance$142,760
Benefits paid to participants$3,091,198
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.4M · 290 accts · $1.1M emplr
2023$36.8M · 276 accts · $981K emplr
2022$31.4M · 260 accts · $872K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,332
Investment management$76,990
Total administrative$128,322
The Elliott-Lewis Corporation 401(k) match · 2024
Employer contribution per active participant$5,375
Median for plans this size$2,416
2024$5,375 per active participant
2023$5,055 per active participant
2022$4,740 per active participant

Elliott-Lewis Corporation'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 · 20243
KATHMERE CAPITAL MANAGEMENT LLC · Investment advisory (plan)$67,322
EMPOWER ADVISORY GROUP, LLC · Investment management$9,668

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$128,322 · 0.33%
2023$123,684 · 0.36%
2022$151,306 · 0.45%
Same employer
Similar plansInformation & Media · Pennsylvania
Whyy, Inc. PA$44.6M · 0.08%
Carnegie Learning, Inc. PA$43.0M · 0.32%
Clipper Magazine, LLC PA$42.0M · 0.04%
Integrichain, Inc. PA$36.7M · 0.17%
Harmelin & Associates PA$35.9M · 0.33%
Times Shamrock Media LP PA$32.0M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232974096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.