Plan Ledger DOL Form 5500 · updated monthly

Fenner Dunlop Americas, Inc.401(k)

FENNER DUNLOP RETIREMENT AND SAVINGS PLAN · CORAOPOLIS, PA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Fenner Dunlop Americas, Inc. reported $110,611 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,958 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 0.275%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 912th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,541st of 13,661 in manufacturing. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has shrunk from 308 to 273 since 2022.

Plan summary
Net assets, end of year$42,324,451
Participants with balances373
Active participants273
Employer contributions$1,080,616
Employee contributions$1,454,460
Employer contribution per active participant$3,958
Average account balance$113,470
Benefits paid to participants$3,237,040
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.3M · 373 accts · $1.1M emplr
2023$38.1M · 367 accts · $1.1M emplr
2022$35.7M · 391 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,611
Total administrative$110,611
The Fenner Dunlop Americas, Inc. 401(k) match · 2024
Employer contribution per active participant$3,958
Median for plans this size$2,416
2024$3,958 per active participant
2023$4,421 per active participant
2022$3,458 per active participant

Fenner Dunlop Americas, 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$110,611
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$110,611 · 0.27%
2023$111,193 · 0.30%
2022$107,299 · 0.27%
Similar plansManufacturing · Pennsylvania
Dietz & Watson, Inc. PA$43.2M · 0.41%
Highland Tank, LLC PA$42.9M · 0.02%
Thlp Co., LLC PA$42.3M · 0.26%
Weiler Corporation PA$41.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580255700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.