Plan Ledger DOL Form 5500 · updated monthly

Gage Enterprises, Inc.401(k)

GAGE ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN · WEST READING, PA · plan year 2022

Reported admin expense ratio · 2022
1.21%

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

Gage Enterprises, Inc. reported $17,068 in plan administrative expenses for 2022: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,281 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 administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (3,468th of 3,651), and 2,095th of 2,534 in administrative & support services. In 2022, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,344,358
Participants with balances59
Active participants43
Employer contributions$55,080
Employee contributions$143,026
Employer contribution per active participant$1,281
Average account balance$22,786
Benefits paid to participants$107,312
Plan auditUnmodified (clean) audit opinion
AuditorBUCKNO LISICKY & CO.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,222
Investment management$6,846
Total administrative$17,068
The Gage Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$1,281
Median for plans this size$1,114

Gage Enterprises, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,068 · 1.21%
Similar plansAdministrative & Support Services · Pennsylvania
Whitetail Disposal, Inc PA$1.9M · 0.04%
Creditsafe USA Inc. PA$1.7M · 1.33%
Ghg Holdings, Inc. PA$1.2M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232368413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.