Plan Ledger DOL Form 5500 · updated monthly

Guernsey, Inc.401(k)

GUERNSEY, INC. 401(K) PLAN · DULLES, VA · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Guernsey, Inc. reported $51,736 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $457 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 2 years on file its reported administrative ratio fell from 0.34% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,077th-largest of 2,266 plans among Virginia employers on file, and the 2,121st of 4,246 in wholesale trade. In 2023, employees put in $10.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,481,129
Participants with balances162
Active participants152
Employer contributions$69,513
Employee contributions$718,435
Employer contribution per active participant$457
Average account balance$107,908
Benefits paid to participants$1,711,113
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 165 accts · $57K emplr
2023$17.5M · 162 accts · $70K emplr
2022$16.2M · 173 accts · $47K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,483
Investment management$35,253
Total administrative$51,736
The Guernsey, Inc. 401(k) match · 2023
Employer contribution per active participant$457
Median for plans this size$2,440
2024$373 per active participant
2023$457 per active participant
2022$300 per active participant

Guernsey, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
401K ADVISORS INC · Recordkeeping · Trustee$25,187
ADP, INC. · Loan processing · Recordkeeping$16,482
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$10,065

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

Recordkeeper by year2
2024401K ADVISORS INC, ADP
2023401K ADVISORS INC, ADP, KESTRA ADVISORY SERVICES

This plan has changed recordkeepers within these filings. If you left Guernsey, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,421 · 0.30%
2023$51,736 · 0.31%
2022$60,286 · 0.34%
Same employer
Similar plansWholesale Trade · Virginia
Korber Technologies, Inc VA$24.0M · 0.31%
Shelor Motor Mile, Inc. VA$22.3M · 0.58%
N.B. Handy Company, Inc. VA$22.3M · 0.30%
Afp Industries, Inc. VA$17.6M · 0.40%
Tiger Fuel Company VA$16.9M · 0.03%
Salem Tools, Inc. VA$15.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540992207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.