Plan Ledger DOL Form 5500 · updated monthly

Everlast Roofing, Inc.401(k)

EVERLAST ROOFING, INC 401(K) PLAN · LEBANON, PA · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Everlast Roofing, Inc. reported $46,172 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,424 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 0.878%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,833rd of 3,651), and 10,984th of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 193 to 227 since 2022.

Plan summary
Net assets, end of year$5,430,168
Participants with balances196
Active participants227
Employer contributions$323,289
Employee contributions$510,133
Employer contribution per active participant$1,424
Average account balance$27,705
Benefits paid to participants$1,085,487
Plan auditUnmodified (clean) audit opinion
AuditorGARCIA GARMAN & SHEA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 196 accts · $323K emplr
2023$5.1M · 153 accts · $284K emplr
2022$4.3M · 117 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,012
Investment management$25,160
Total administrative$46,172
The Everlast Roofing, Inc. 401(k) match · 2024
Employer contribution per active participant$1,424
Median for plans this size$1,313
2024$1,424 per active participant
2023$1,405 per active participant
2022$1,346 per active participant

Everlast Roofing, Inc.'s 2024 employer contribution ran above the $1,313 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$21,012
LPL FINANCIAL · Investment advisory (plan)$25,160

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$46,172 · 0.88%
2023$40,485 · 0.86%
2022$39,628 · 0.88%
Same employer
Similar plansManufacturing · Pennsylvania
M. Cohen & Sons, Inc. PA$5.4M · 0.66%
Tsg Finishing, LLC PA$5.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232859182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.