Plan Ledger DOL Form 5500 · updated monthly

Fs-Elliott Co., LLC401(k)

FS-ELLIOTT CO., LLC SAFE HARBOR 401(K) AND PROFIT SHARING PLAN · EXPORT, PA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Fs-Elliott Co., LLC reported $147,915 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $3,200 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. 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 1,048th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,985th of 13,661 in manufacturing. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 217 to 253 since 2022.

Plan summary
Net assets, end of year$35,546,829
Participants with balances342
Active participants253
Employer contributions$809,483
Employee contributions$1,769,527
Employer contribution per active participant$3,200
Average account balance$103,938
Benefits paid to participants$3,674,444
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH AND KING
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 342 accts · $809K emplr
2023$31.8M · 207 accts · $712K emplr
2022$27.5M · 322 accts · $662K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,908
Investment management$45,007
Total administrative$147,915
The Fs-Elliott Co., LLC 401(k) match · 2024
Employer contribution per active participant$3,200
Median for plans this size$2,416
2024$3,200 per active participant
2023$3,810 per active participant
2022$3,051 per active participant

Fs-Elliott Co., LLC's 2024 employer contribution ran above 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$45,007
LPL FINANCIAL LLCindirect 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$147,915 · 0.44%
2023$128,487 · 0.43%
2022$136,094 · 0.45%
Same employer
Similar plansManufacturing · Pennsylvania
Farmers Pride Inc. PA$35.9M · 0.37%
Bally Ribbon Mills PA$35.9M · 0.43%
The Secant Group, LLC PA$35.3M · 0.13%
A. Stucki Company PA$35.3M · 0.39%
Lavazza North America, Inc. PA$35.2M · 0.09%
Thlp Co., LLP PA$34.9M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 113703424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.