Plan Ledger DOL Form 5500 · updated monthly

Guttman Energy, Inc.401(k)

GUTTMAN ENERGY, INC. RETIREMENT SAVINGS PLAN · BELLE VERNON, PA · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Guttman Energy, Inc. reported $49,225 in plan administrative expenses for 2022: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,301 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 rose from 0.14% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,147th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,318th of 4,246 in wholesale trade. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,092,182
Participants with balances304
Active participants197
Employer contributions$847,263
Employee contributions$1,563,611
Employer contribution per active participant$4,301
Average account balance$102,277
Benefits paid to participants$1,929,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 304 accts · $891K emplr
2023$27.8M · 347 accts · $854K emplr
2022$31.1M · 304 accts · $847K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$49,225
Total administrative$49,225
The Guttman Energy, Inc. 401(k) match · 2022
Employer contribution per active participant$4,301
Median for plans this size$2,266
2024$3,961 per active participant
2023$4,166 per active participant
2022$4,301 per active participant

Guttman Energy, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$58,745 · 0.20%
2023$59,250 · 0.20%
2022$49,225 · 0.14%
Same employer
Similar plansWholesale Trade · Pennsylvania
Rs Integrated Supply US PA$33.1M · 0.14%
Century Kitchens, Inc. PA$32.6M · 0.21%
Victrex USA, Inc. PA$31.9M · 0.22%
Tague Lumber, Inc. PA$30.1M · 0.43%
Forbo Flooring, Inc. PA$30.1M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 250956510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.