Plan Ledger DOL Form 5500 · updated monthly

H.H. Knoebel Sons, Inc.401(k)

H.H. KNOEBEL SONS, INC. 401(K) PLAN · ELYSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

H.H. Knoebel Sons, Inc. reported $61,380 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $451 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 0.77% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,647th of 3,651), and 815th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.97 for every $1.00 the employer contributed; active participation has grown from 187 to 357 since 2022.

Plan summary
Net assets, end of year$6,978,940
Participants with balances490
Active participants357
Employer contributions$160,942
Employee contributions$961,501
Employer contribution per active participant$451
Average account balance$14,243
Benefits paid to participants$421,020
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN AND COMPANY INC
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 490 accts · $161K emplr
2023$5.6M · 366 accts · $158K emplr
2022$4.8M · 432 accts · $447K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,568
Investment management$20,812
Total administrative$61,380
The H.H. Knoebel Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$451
Median for plans this size$1,313
2024$451 per active participant
2023$991 per active participant
2022$2,388 per active participant

H.H. Knoebel Sons, 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 · 20243
STONEBRIDGE FINANCIAL GROUP · Investment advisory (plan)$12,891
TRIAD HYBRID SOLUTIONS LLC · Investment advisory (plan)$7,922

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

Administrative cost history3
2024$61,380 · 0.97%
2023$45,939 · 0.88%
2022$34,965 · 0.77%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Philadelphia Cricket Club PA$7.2M · 0.55%
Oakmont Country Club PA$5.8M · 0.12%
St. Clair Country Club PA$4.5M · 0.42%
Aronimink Golf Club PA$4.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231935955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.