Plan Ledger DOL Form 5500 · updated monthly

Heller's Gas, Inc.401(k)

HELLER'S GAS, INC. 401(K) PLAN · BERWICK, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Heller's Gas, Inc. reported $69,817 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,298 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 0.42% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,743rd-largest of 3,651 plans among Pennsylvania employers on file, and 2,237th of 4,246 in wholesale trade. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,300,549
Participants with balances391
Active participants264
Employer contributions$1,134,609
Employee contributions$797,444
Employer contribution per active participant$4,298
Average account balance$41,689
Benefits paid to participants$1,683,410
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 391 accts · $1.1M emplr
2023$13.9M · 376 accts · $1.1M emplr
2022$11.3M · 351 accts · $989K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,578
Investment management$31,239
Total administrative$69,817
The Heller's Gas, Inc. 401(k) match · 2024
Employer contribution per active participant$4,298
Median for plans this size$2,416
2024$4,298 per active participant
2023$4,151 per active participant
2022$3,494 per active participant

Heller's Gas, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$38,578
TRUSTMONT ADVISORY GROUP INC · Investment advisory (plan)$31,239

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$69,817 · 0.46%
2023$55,680 · 0.44%
2022$50,826 · 0.42%
Same employer
Similar plansWholesale Trade · Pennsylvania
Pantherx Specialty, LLC PA$16.6M · 0.91%
Berrodin Co. PA$16.6M · 0.28%
Reed Oil Company PA$16.3M · 0.30%
Lee Supply Company, Inc. PA$15.9M · 0.02%
S. Walter Packaging Corp. PA$15.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232403226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.