Plan Ledger DOL Form 5500 · updated monthly

Ellwood City Forge Company401(k)

ELLWOOD 401(K) RETIREMENT PLAN · ELLWOOD CITY, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ellwood City Forge Company reported $167,561 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,474 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 0.07% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 209th-largest of 3,651 plans among Pennsylvania employers on file, and the 835th of 13,661 in manufacturing. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$310,647,942
Participants with balances1,735
Active participants1,327
Employer contributions$8,590,614
Employee contributions$10,203,965
Employer contribution per active participant$6,474
Average account balance$179,048
Benefits paid to participants$29,929,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$310.6M · 1,735 accts · $8.6M emplr
2023$284.3M · 1,794 accts · $8.9M emplr
2022$241.0M · 7 accts · $7.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,304
Investment management$17,257
Total administrative$167,561
The Ellwood City Forge Company 401(k) match · 2024
Employer contribution per active participant$6,474
Median for plans this size$4,294
2024$6,474 per active participant
2023$6,387 per active participant
2022$5,699 per active participant

Ellwood City Forge Company's 2024 employer contribution ran above the $4,294 median for plans its size. 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
T. ROWE PRICE RPS, INC. · Recordkeeping · Loan processing$150,304
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$17,257

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$167,561 · 0.06%
2023$202,403 · 0.08%
2022$195,006 · 0.07%
Same employer
Similar plansManufacturing · Pennsylvania
Draeger, Inc. PA$339.9M · 0.19%
Heraeus Incorporated PA$318.9M · 0.05%
Vitro Flat Glass LLC PA$310.8M · 0.16%
Mi Windows and Doors, LLC PA$303.8M · 0.32%
High Company LLC PA$292.2M · 0.11%
Enviri Corporation PA$281.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250461810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.