Plan Ledger DOL Form 5500 · updated monthly

Graham Engineering Company, LLC401(k)

GRAHAM ENGINEERING RETIREMENT SAVINGS PLAN · YORK, PA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Graham Engineering Company, LLC reported $944 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,227 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 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (1,868th of 3,651), and 7,144th of 13,661 in manufacturing. In 2023, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,819,278
Participants with balances155
Active participants148
Employer contributions$477,563
Employee contributions$1,197,078
Employer contribution per active participant$3,227
Average account balance$95,608
Benefits paid to participants$682,394
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$14.8M · 155 accts · $478K emplr
2022$11.4M · 146 accts · $237K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$944
Total administrative$944
The Graham Engineering Company, LLC 401(k) match · 2023
Employer contribution per active participant$3,227
Median for plans this size$2,440
2023$3,227 per active participant
2022$1,579 per active participant

Graham Engineering Company, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$944

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$944 · 0.01%
2022$425 · 0.00%
Same employer
Similar plansManufacturing · Pennsylvania
I. Rice & Co., Inc. PA$15.0M · 0.02%
Weaber, Inc. PA$14.8M · 0.61%
Sarris Candies, Inc. PA$14.6M · 0.01%
Asgco Manufacturing, Inc. PA$14.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231737216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.