Plan Ledger DOL Form 5500 · updated monthly

Five Star Equipment, Inc.401(k)

FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN · DUNMORE, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Five Star Equipment, Inc. reported $3,871 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,458 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 rose from 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (1,925th of 3,651), and 2,457th of 4,246 in wholesale trade. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 114 to 149 since 2022.

Plan summary
Net assets, end of year$14,096,610
Participants with balances162
Active participants149
Employer contributions$217,171
Employee contributions$827,082
Employer contribution per active participant$1,458
Average account balance$87,016
Benefits paid to participants$1,006,339
Plan auditUnmodified (clean) audit opinion
AuditorROBERT ROSSI AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 162 accts · $217K emplr
2023$12.4M · 148 accts · $187K emplr
2022$10.8M · 148 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,801
Investment management$2,070
Total administrative$3,871
The Five Star Equipment, Inc. 401(k) match · 2024
Employer contribution per active participant$1,458
Median for plans this size$2,416
2024$1,458 per active participant
2023$1,499 per active participant
2022$1,246 per active participant

Five Star Equipment, Inc.'s 2024 employer contribution ran below 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$2,070
TBS AGENCY INCindirect 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$3,871 · 0.03%
2023$2,356 · 0.02%
2022$1,554 · 0.01%
Same employer
Similar plansWholesale Trade · Pennsylvania
Vsmpo-Tirus US PA$14.2M · 0.44%
Office Basics, Inc. PA$13.9M · 0.35%
Kleen-Rite Corporation PA$13.6M · 0.13%
Trevdan, Inc PA$13.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232281067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.