Plan Ledger DOL Form 5500 · updated monthly

Heidler Roofing Services, Inc.401(k)

HEIDLER ROOFING SERVICES, INC 401(K) PROFIT SHARING PLAN · YORK, PA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Heidler Roofing Services, Inc. reported $8,326 in plan administrative expenses for 2023: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,420 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 1 year on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,720th of 3,651), and 3,722nd of 5,337 in construction. In 2023, the employer put in $3.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,210,709
Participants with balances185
Active participants67
Employer contributions$497,130
Employee contributions$164,529
Employer contribution per active participant$7,420
Average account balance$33,571
Benefits paid to participants$1,003,584
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$6.2M · 185 accts · $497K emplr
2022$5.7M · 186 accts · $215K emplr
The Heidler Roofing Services, Inc. 401(k) match · 2023
Employer contribution per active participant$7,420
Median for plans this size$1,308
2023$7,420 per active participant
2022$3,353 per active participant

Heidler Roofing Services, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LIFESTYLE RETIREMENT COMPANY · Contract administrator$14,135
RKL LLP · Accounting / audit$5,000

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

Administrative cost history3
2024Not separately reported
2023$8,326 · 0.14%
2022$10,546 · 0.17%
Same employer
Similar plansConstruction · Pennsylvania
Pioneer Construction Co. PA$7.1M · 0.96%
York Excavating Co LLC PA$6.6M · 0.93%
Dutchland Inc. PA$6.2M · 0.22%
Gemcraft Homes Inc PA$5.7M · 0.27%
Sdi Gas LLC PA$5.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232389734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.