Plan Ledger DOL Form 5500 · updated monthly

Frank Martz Coach Company401(k)

THE MARTZ GROUP 401(K) PLAN · WILKES-BARRE, PA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Frank Martz Coach Company reported $52,777 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,988 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 0.76% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,713th of 3,651), and 1,480th of 2,677 in transportation & warehousing. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,288,461
Participants with balances129
Active participants111
Employer contributions$220,693
Employee contributions$346,651
Employer contribution per active participant$1,988
Average account balance$48,748
Benefits paid to participants$659,213
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER & CLEMENTE
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 129 accts · $221K emplr
2023$5.9M · 137 accts · $219K emplr
2022$5.0M · 131 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,219
Investment management$570
Audit (IQPA)$12,988
Total administrative$52,777
The Frank Martz Coach Company 401(k) match · 2024
Employer contribution per active participant$1,988
Median for plans this size$1,313
2024$1,988 per active participant
2023$1,842 per active participant
2022$1,786 per active participant

Frank Martz Coach Company's 2024 employer contribution ran above the $1,313 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,218
SNYDER & CLEMENTE · Accounting / audit$13,000
S B H U LIFE AGENCY INC · Other servicesindirect comp
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$52,777 · 0.87%
2023$35,393 · 0.65%
2022$38,462 · 0.76%
All plans at this employer2
THE MARTZ GROUP 401(K) PLAN401(k)
FRANK MARTZ COACH COMPANY UNION EMPLOYEES' 401(K) PLAN401(k)
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Weleski Transfer, Inc. PA$7.5M · 0.24%
South Hills Movers, Inc. PA$6.4M · 0.40%
M&C Trucking Company PA$5.9M · 0.59%
Flagger Force, LLC PA$5.5M · 2.56%
Penn Tank Lines, Inc PA$5.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240654440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.