Plan Ledger DOL Form 5500 · updated monthly

Further LLC401(k)

FURTHER LLC 401(K) PROFIT SHARING PLAN & TRUST · BLUE BELL, PA · plan year 2022

Reported admin expense ratio · 2022
1.06%

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

Further LLC reported $13,982 in plan administrative expenses for 2022: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,450th of 3,651), and 11,077th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,449,157
Participants with balances77
Active participants219
Employer contributions$0
Employee contributions$594,314
Employer contribution per active participant$0
Average account balance$18,820
Benefits paid to participants$130,184
Plan auditUnmodified (clean) audit opinion
AuditorHAEFELE, FLANAGAN, AND CO P.C
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,451
Investment management$6,531
Total administrative$13,982
The Further LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Further LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,982 · 1.06%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Clark Laboratories, LLC PA$1.7M · 0.89%
Pvr Technologies, Inc. PA$1.6M · 0.88%
Noblesoft Solutions, Inc. PA$1.6M · 0.43%
Rjc, Inc. PA$1.5M · 0.51%
Sallus Retirement LLC PA$1.3M · 0.31%
The Eric Ryan Corporation PA$1.3M · 0.03%
PA Options for Wellness PA$1.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043671670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.