Plan Ledger DOL Form 5500 · updated monthly

Ezekiel Management401(k)

EZEKIEL MANAGEMENT 401(K) PLAN · EASTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.56%

Ezekiel Management reported $2,988 in plan administrative expenses for 2024: 0.56% of average plan assets, below the peer median. 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 rose from 0.52% to 0.56%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,565th of 3,651), and 11,305th of 11,911 in health care & social assistance. active participation has shrunk from 129 to 102 since 2022.

Plan summary
Net assets, end of year$546,272
Participants with balances420
Active participants102
Employer contributions—
Employee contributions$115,212
Employer contribution per active participant—
Average account balance$1,301
Benefits paid to participants$137,188
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$546K · 420 accts
2023$515K · 408 accts
2022$364K · 385 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,988
Total administrative$2,988
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$2,988

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,988 · 0.56%
2023$3,057 · 0.70%
2022$1,959 · 0.52%
Similar plansHealth Care & Social Assistance · Pennsylvania
Franklin Biolabs, Inc. PA$672K · 0.06%
Adwa Home Care Inc PA$664K · 0.27%
Valley Advantages, LLC PA$522K · 2.51%
Helpmates, Inc. PA$424K · 1.46%
Your Own Home Inc PA$419K · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821966653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.