Plan Ledger DOL Form 5500 · updated monthly

Hendrix-Isa, LLC401(k)

HENDRIX-ISA, LLC 401(K) PLAN · EPHRATA, PA · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Hendrix-Isa, LLC reported $33,268 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,885 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 0.92%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Pennsylvania (3,057th of 3,651), and 701st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has shrunk from 152 to 133 since 2022.

Plan summary
Net assets, end of year$3,794,418
Participants with balances118
Active participants133
Employer contributions$250,735
Employee contributions$409,707
Employer contribution per active participant$1,885
Average account balance$32,156
Benefits paid to participants$832,813
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 118 accts · $251K emplr
2023$3.4M · 141 accts · $225K emplr
2022$2.6M · 141 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,684
Investment management$29,584
Trustee / custodial$1,000
Total administrative$33,268
The Hendrix-Isa, LLC 401(k) match · 2024
Employer contribution per active participant$1,885
Median for plans this size$1,313
2024$1,885 per active participant
2023$1,584 per active participant
2022$1,166 per active participant

Hendrix-Isa, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
FULTON FINANCIAL ADVISORS · Recordkeeping · Consulting$33,268

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

Recordkeeper by year2
2024FULTON FINANCIAL ADVISORS
2023FULTON FINANCIAL ADVISORS

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

Administrative cost history3
2024$33,268 · 0.92%
2023$29,697 · 0.99%
2022$25,704 · 0.93%
Same employer
Similar plansAgriculture, Forestry & Fishing · Pennsylvania
To-Jo Mushrooms, Inc. PA$7.0M · 0.49%
Jaindl Farms, LLC PA$5.8M · 0.44%
To-Jo Mushrooms, Inc. PA$5.0M · 0.56%
Star Medical, Inc. PA$2.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352523757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.