Plan Ledger DOL Form 5500 · updated monthly

Frx Management Holdings401(k)

FRX MANAGEMENT HOLDINGS 401(K) PLAN · FARRELL, PA · plan year 2024

Reported admin expense ratio · 2024
1.92%

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

Frx Management Holdings reported $16,685 in plan administrative expenses for 2024: 1.92% of average plan assets, above the peer median. Employer contributions averaged $3,075 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 1.81% to 1.92%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Pennsylvania (3,515th of 3,651), and 756th of 786 in management of companies. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has shrunk from 164 to 62 since 2022.

Plan summary
Net assets, end of year$1,000,027
Participants with balances183
Active participants62
Employer contributions$190,633
Employee contributions$221,789
Employer contribution per active participant$3,075
Average account balance$5,465
Benefits paid to participants$258,543
Plan auditUnmodified (clean) audit opinion
AuditorHILL BARTH & KING LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.0M · 183 accts · $191K emplr
2023$741K · 168 accts · $144K emplr
2022$436K · 210 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,060
Investment management$185
Total administrative$16,685
The Frx Management Holdings 401(k) match · 2024
Employer contribution per active participant$3,075
Median for plans this size$540
2024$3,075 per active participant
2023$1,109 per active participant
2022$1,166 per active participant

Frx Management Holdings's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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 · 20242
WILSHIRE ASSOCIATES INC(USA) · Investment advisory (participants)$185

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,685 · 1.92%
2023$15,982 · 2.72%
2022$7,905 · 1.81%
Similar plansManagement of Companies · Pennsylvania
Jpn Management, Inc. PA$3.5M · 1.01%
Byler Holdings, LLC PA$3.3M · 1.11%
Byler Holdings, LLC PA$2.3M · 0.91%
Kmi Holdings, Inc PA$2.2M · 1.03%
Myers Bancshares, Inc. OK$1.0M · 0.08%
Wellness Innovation, LLC CA$1.0M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832189929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.