Plan Ledger DOL Form 5500 · updated monthly

Gathagan Investment Company, LP401(k)

GATHAGAN INVESTMENT COMPANY, LP ADP 401(K) PLAN · HYDE, PA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Gathagan Investment Company, LP reported $455 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $756 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 retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,745th of 3,651), and 3,495th of 5,215 in retail trade. In 2022, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,999,259
Participants with balances48
Active participants105
Employer contributions$79,377
Employee contributions$210,153
Employer contribution per active participant$756
Average account balance$124,985
Benefits paid to participants$127,615
Plan auditUnmodified (clean) audit opinion
AuditorCATALANO CASE CATALANO & CLARK
The Gathagan Investment Company, LP 401(k) match · 2022
Employer contribution per active participant$756
Median for plans this size$1,114

Gathagan Investment Company, LP's 2022 employer contribution ran below 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$455 · 0.01%
Similar plansRetail Trade · Pennsylvania
Marwen, Inc. PA$6.3M · 0.62%
Klingensmith Drug, Inc. PA$6.1M · 0.01%
Seven Z Enterprises, Inc. PA$5.9M · 0.70%
Strahman Valves Inc PA$5.8M · 0.49%
Buckmans, Inc. PA$5.6M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251850570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.