Plan Ledger DOL Form 5500 · updated monthly

F.C. Haab Co., Inc.401(k)

F.C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN · BALA CYNWYD, 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

F.C. Haab Co., Inc. reported $55,687 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,690 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 0.29% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,323rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,188th of 5,215 in retail trade. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,508,678
Participants with balances144
Active participants113
Employer contributions$304,025
Employee contributions$704,695
Employer contribution per active participant$2,690
Average account balance$177,144
Benefits paid to participants$1,926,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.5M · 144 accts · $304K emplr
2023$23.9M · 144 accts · $205K emplr
2022$21.3M · 135 accts · $262K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,767
Investment management$31,920
Total administrative$55,687
The F.C. Haab Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,690
Median for plans this size$2,416
2024$2,690 per active participant
2023$1,694 per active participant
2022$2,382 per active participant

F.C. Haab Co., Inc.'s 2024 employer contribution ran above 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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$24,566
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$31,920

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$55,687 · 0.23%
2023$50,310 · 0.22%
2022$61,659 · 0.29%
Same employer
Similar plansRetail Trade · Pennsylvania
Sun Motor Cars, Inc. PA$29.0M · 0.06%
Skh Management Co PA$26.4M · 0.04%
Lezzer Holdings, Inc. PA$26.2M · 0.35%
Your Building Centers, Inc. PA$24.0M · 0.15%
Duritza Enterprises, Inc. PA$22.6M · 0.64%
Bowser Automotive, Inc. PA$22.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231269582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.