Plan Ledger DOL Form 5500 · updated monthly

Everett Cash Mutual Insurance Co.401(k)

EVERETT CASH MUTUAL INSURANCE CO. PROFIT SHARING PLAN AND TRUST · EVERETT, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Everett Cash Mutual Insurance Co. reported $53,001 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $5,272 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.

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 1,731st-largest of 3,651 plans among Pennsylvania employers on file, and 3,353rd of 4,798 in finance & insurance. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,504,169
Participants with balances126
Active participants114
Employer contributions$600,978
Employee contributions$1,117,235
Employer contribution per active participant$5,272
Average account balance$130,985
Benefits paid to participants$1,350,560
Plan auditUnmodified (clean) audit opinion
AuditorDEAN ACCOUNTING GROUP PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,001
Total administrative$53,001
The Everett Cash Mutual Insurance Co. 401(k) match · 2024
Employer contribution per active participant$5,272
Median for plans this size$2,416

Everett Cash Mutual Insurance Co.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,001
LPL FINANCIAL LLC · Other servicesindirect comp

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

Administrative cost history1
2024$53,001 · 0.35%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Linkbancorp, Inc. PA$16.7M · 0.09%
At Retirement Services PA$16.2M · 0.63%
Mortgage Connect, LP PA$15.7M · 0.94%
Spring Eq LLC PA$15.6M · 0.48%
The Juniata Valley Bank PA$15.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230564640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.