Plan Ledger DOL Form 5500 · updated monthly

Engle-Hambright & Davies, Inc.401(k)

ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Engle-Hambright & Davies, Inc. reported $46,039 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,526 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 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,512th-largest of 3,651 plans among Pennsylvania employers on file, and 3,008th of 4,798 in finance & insurance. In 2024, employees put in $5.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,551,977
Participants with balances144
Active participants118
Employer contributions$180,053
Employee contributions$1,039,944
Employer contribution per active participant$1,526
Average account balance$142,722
Benefits paid to participants$2,712,227
Plan auditUnmodified (clean) audit opinion
AuditorRKL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 144 accts · $180K emplr
2023$19.1M · 144 accts · $180K emplr
2022$15.0M · 136 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,951
Audit (IQPA)$13,088
Total administrative$46,039
The Engle-Hambright & Davies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,526
Median for plans this size$2,416
2024$1,526 per active participant
2023$1,437 per active participant
2022$1,459 per active participant

Engle-Hambright & Davies, Inc.'s 2024 employer contribution ran below the $2,416 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
RKL, LLP · Accounting / audit$13,088

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$46,039 · 0.23%
2023$40,725 · 0.24%
2022$39,918 · 0.24%
Same employer
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The Loomis Company PA$20.9M · 0.19%
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Fncb Bank PA$20.4M · 0.08%
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Source: U.S. Department of Labor, Form 5500 series, EIN 230558310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.