Plan Ledger DOL Form 5500 · updated monthly

H.E. Rohrer, Inc.401(k)

H. E. ROHRER, INC. PROFIT SHARING 401(K) PLAN · DUNCANNON, PA · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

H.E. Rohrer, Inc. reported $40,308 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $54 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 1.04% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,848th of 3,651), and 1,594th of 2,677 in transportation & warehousing. In 2024, employees put in $6.55 for every $1.00 the employer contributed; active participation has grown from 800 to 954 since 2022.

Plan summary
Net assets, end of year$5,284,566
Participants with balances156
Active participants954
Employer contributions$51,595
Employee contributions$337,989
Employer contribution per active participant$54
Average account balance$33,875
Benefits paid to participants$598,504
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, SCHULTZ, FRITZ & SHERIDAN
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 156 accts · $52K emplr
2023$4.9M · 143 accts · $47K emplr
2022$4.1M · 152 accts · $45K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,350
Investment management$16,958
Total administrative$40,308
The H.E. Rohrer, Inc. 401(k) match · 2024
Employer contribution per active participant$54
Median for plans this size$1,313
2024$54 per active participant
2023$58 per active participant
2022$56 per active participant

H.E. Rohrer, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$23,350
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$16,958

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,308 · 0.80%
2023$35,525 · 0.79%
2022$61,615 · 1.04%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Flagger Force, LLC PA$5.5M · 2.56%
Penn Tank Lines, Inc PA$5.5M · 0.15%
Brt, Inc. PA$5.5M · 0.95%
All Ways Safe, LLC PA$4.9M · 0.50%
K & R Sales, Inc. PA$4.5M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231875250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.