Plan Ledger DOL Form 5500 · updated monthly

Fruth, Inc.401(k)

FRUTH PHARMACY 401(K) PLAN · POINT PLEASANT, WV · plan year 2023

Reported admin expense ratio · 2023
0.48%

Fruth, Inc. reported $89,258 in plan administrative expenses for 2023: 0.48% of average plan assets, higher than ~75% of peers. 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 0.48% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 87th-largest of 265 plans among West Virginia employers on file, and the 1,582nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$18,494,076
Participants with balances339
Active participants317
Employer contributions—
Employee contributions$563,033
Employer contribution per active participant—
Average account balance$54,555
Benefits paid to participants$3,135,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 323 accts
2023$18.5M · 339 accts
2022$18.5M · 343 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,073
Investment management$43,467
Total administrative$89,258
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$45,791
BAM ADVISOR SERVICES · Investment advisory (participants) · Investment management$43,467

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

Recordkeeper by year2
2024Alerus, John Hancock
2023Alerus

This plan has changed recordkeepers within these filings. If you left Fruth, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,293 · 0.38%
2023$89,258 · 0.48%
2022$98,851 · 0.48%
Same employer
Similar plansRetail Trade · West Virginia
Leslie Equipment Company WV$20.6M · 0.51%
Northwest Tire, Inc. ND$18.5M · 0.51%
Allen Imports, LTD., Inc. PA$18.5M · 0.46%
A Beka Book, Inc. FL$18.5M · 0.23%
Pack Automotive Group TX$18.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550681886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.