Plan Ledger DOL Form 5500 · updated monthly

Henkels & McCoy Holdings, Inc.401(k)

TELEDATA CONTRACTORS ASSOCIATION 401(K) PLAN · BLUE BELL, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Henkels & McCoy Holdings, Inc. reported $4,419 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $120 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 fell from 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,040th of 3,651), and 2,713th of 5,337 in construction. In 2024, employees put in $16.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,775,885
Participants with balances238
Active participants452
Employer contributions$54,396
Employee contributions$871,130
Employer contribution per active participant$120
Average account balance$53,680
Benefits paid to participants$2,259,415
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 238 accts · $54K emplr
2023$12.5M · 254 accts · $62K emplr
2022$11.1M · 252 accts · $57K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,419
Total administrative$4,419
The Henkels & McCoy Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$120
Median for plans this size$2,416
2024$120 per active participant
2023$148 per active participant
2022$119 per active participant

Henkels & McCoy Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,419

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$4,419 · 0.03%
2023$12,343 · 0.10%
2022$5,668 · 0.04%
Same employer
Similar plansConstruction · Pennsylvania
Brothers, Inc. PA$13.9M · 0.34%
Geo-Solutions, Inc. PA$13.6M · 0.16%
McCarl's LLC PA$13.2M · 0.06%
Mve Group, Inc. PA$12.4M · 0.33%
Eda Roofing, Inc. PA$12.4M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874043815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.