Plan Ledger DOL Form 5500 · updated monthly

Heritage Holdings of Lancaster County, Inc.401(k)

HERITAGE HOLDINGS OF LANCASTER COUNTY, INC. RETIREMENT PLAN · PALMYRA, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Heritage Holdings of Lancaster County, Inc. reported $1,800 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,609 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 0.00% to 0.01%. 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 1,223rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,409th of 4,246 in wholesale trade. In 2024, employees put in $2.79 for every $1.00 the employer contributed; active participation has shrunk from 457 to 379 since 2022.

Plan summary
Net assets, end of year$28,627,690
Participants with balances472
Active participants379
Employer contributions$609,689
Employee contributions$1,701,937
Employer contribution per active participant$1,609
Average account balance$60,652
Benefits paid to participants$3,405,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 472 accts · $610K emplr
2023$26.3M · 676 accts · $688K emplr
2022$24.5M · 551 accts · $737K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,800
Total administrative$1,800
The Heritage Holdings of Lancaster County, Inc. 401(k) match · 2024
Employer contribution per active participant$1,609
Median for plans this size$2,416
2024$1,609 per active participant
2023$1,331 per active participant
2022$1,613 per active participant

Heritage Holdings of Lancaster County, Inc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$1,800 · 0.01%
2023$1,220 · 0.00%
2022$1,220 · 0.00%
Similar plansWholesale Trade · Pennsylvania
Forbo Flooring, Inc. PA$30.1M · 0.09%
Bradley Caldwell, Inc. PA$30.1M · 0.29%
Amercareroyal, LLC. PA$28.7M · 0.26%
Mellott Company, LLC PA$28.5M · 0.15%
Liberty Tire Services, LLC PA$28.3M · 0.40%
H&K Equipment, Inc PA$28.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830933673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.