Plan Ledger DOL Form 5500 · updated monthly

H.F. Lenz Company401(k)

H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN · JOHNSTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

H.F. Lenz Company reported $119,835 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $4,903 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 3 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 722nd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,528th of 11,654 in professional & technical services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 168 to 196 since 2022.

Plan summary
Net assets, end of year$55,859,869
Participants with balances240
Active participants196
Employer contributions$961,082
Employee contributions$1,556,242
Employer contribution per active participant$4,903
Average account balance$232,749
Benefits paid to participants$5,237,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.9M · 240 accts · $961K emplr
2023$52.3M · 223 accts · $751K emplr
2022$47.5M · 225 accts · $710K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,378
Audit (IQPA)$57,457
Total administrative$119,835
The H.F. Lenz Company 401(k) match · 2024
Employer contribution per active participant$4,903
Median for plans this size$3,635
2024$4,903 per active participant
2023$4,128 per active participant
2022$4,227 per active participant

H.F. Lenz Company's 2024 employer contribution ran above the $3,635 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 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$62,377
FIRST NATIONAL TRUST COMPANY · Investment advisory (plan)$57,457

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$119,835 · 0.22%
2023$115,907 · 0.23%
2022$109,852 · 0.21%
Same employer
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Ballinger Company PA$57.4M · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 251007465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.