Plan Ledger DOL Form 5500 · updated monthly

Forms & Surfaces Inc.401(k)

FORMS & SURFACES INC. 401(K) PROFIT SHARING PLAN AND TRUST · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Forms & Surfaces Inc. reported $27,268 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,294 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 0.06% to 0.08%. 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 1,079th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,104th of 13,661 in manufacturing. In 2024, employees put in $4.89 for every $1.00 the employer contributed; active participation has shrunk from 477 to 412 since 2022.

Plan summary
Net assets, end of year$34,114,897
Participants with balances545
Active participants412
Employer contributions$533,312
Employee contributions$2,605,606
Employer contribution per active participant$1,294
Average account balance$62,596
Benefits paid to participants$6,327,292
Plan auditUnmodified (clean) audit opinion
AuditorBAS PARTNERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 545 accts · $533K emplr
2023$32.9M · 590 accts · $762K emplr
2022$28.5M · 643 accts · $661K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,815
Investment management$3,453
Total administrative$27,268
The Forms & Surfaces Inc. 401(k) match · 2024
Employer contribution per active participant$1,294
Median for plans this size$2,416
2024$1,294 per active participant
2023$1,761 per active participant
2022$1,387 per active participant

Forms & Surfaces Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$27,268

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$27,268 · 0.08%
2023$22,078 · 0.07%
2022$19,520 · 0.06%
Same employer
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Thlp Co., LLP PA$34.9M · 0.33%
Opta Group LP PA$34.9M · 0.28%
Engel Machinery, Inc. PA$34.8M · 0.41%
Omega Flex, Inc. PA$34.1M · 0.16%
Tps, LLC PA$33.9M · 0.48%
Arlington Industries, Inc. PA$33.8M · 0.27%
Stauffer Biscuit Company PA$32.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251476717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.