Plan Ledger DOL Form 5500 · updated monthly

Goods Store, Inc.401(k)

GOOD'S STORE, INC. PROFIT SHARING PLAN · NEW HOLLAND, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Goods Store, Inc. reported $1,040 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,078 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 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,659th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,651st of 5,215 in retail trade. In 2024, the employer put in $2.58 for every $1.00 employees contributed themselves; active participation has grown from 136 to 163 since 2022.

Plan summary
Net assets, end of year$17,682,037
Participants with balances217
Active participants163
Employer contributions$338,710
Employee contributions$131,199
Employer contribution per active participant$2,078
Average account balance$81,484
Benefits paid to participants$1,240,412
Plan auditUnmodified (clean) audit opinion
AuditorTROUT CPA
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 217 accts · $339K emplr
2023$16.6M · 209 accts · $320K emplr
2022$15.4M · 175 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,040
Total administrative$1,040
The Goods Store, Inc. 401(k) match · 2024
Employer contribution per active participant$2,078
Median for plans this size$2,416
2024$2,078 per active participant
2023$1,960 per active participant
2022$2,494 per active participant

Goods Store, Inc.'s 2024 employer contribution ran below 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 · 20244
THE PARAGON ALLIANCE GROUP LLC · Contract administratorindirect comp
TRUSTMONT FINANCIAL GROUP INCindirect comp
ROBERT, C,WISNERindirect 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$1,040 · 0.01%
2023$706 · 0.00%
2022$1,026 · 0.01%
Same employer
Similar plansRetail Trade · Pennsylvania
Sloane Automotive Group PA$18.8M · 0.47%
Allen Imports, LTD., Inc. PA$18.5M · 0.46%
Diehl Management, Inc. PA$18.3M · 0.51%
Levin Furniture, LLC PA$17.7M · 0.47%
Motor Truck Equipment Co. PA$17.5M · 0.53%
New RUE21, LLC PA$17.5M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231931648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.