Plan Ledger DOL Form 5500 · updated monthly

Greencastle Associates, LLC401(k)

GREENCASTLE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Greencastle Associates, LLC reported $50,620 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $5,760 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,642nd of 3,651), and 9,030th of 11,654 in professional & technical services. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,024,223
Participants with balances136
Active participants113
Employer contributions$650,838
Employee contributions$918,804
Employer contribution per active participant$5,760
Average account balance$51,649
Benefits paid to participants$596,175
Plan auditUnmodified (clean) audit opinion
AuditorMERCADIEN P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,620
Total administrative$50,620
The Greencastle Associates, LLC 401(k) match · 2024
Employer contribution per active participant$5,760
Median for plans this size$1,313

Greencastle Associates, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL LIFE INSURANCE CO. · Contract administrator · Plan administrator$50,620

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

Administrative cost history1
2024$50,620 · 0.82%
Similar plansProfessional & Technical Services · Pennsylvania
Ipc Management Inc PA$7.4M · 0.80%
C. S. Davidson, Inc. PA$7.2M · 0.08%
Alliance Pharma, Inc. PA$7.1M · 0.49%
Csd Engineers LLC PA$6.8M · 0.48%
Branding Brand, Inc. PA$6.6M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232917616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.