Plan Ledger DOL Form 5500 · updated monthly

I. Rice & Co., Inc.401(k)

I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

I. Rice & Co., Inc. reported $2,823 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,619 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (1,856th of 3,651), and 7,100th of 13,661 in manufacturing. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,975,634
Participants with balances117
Active participants99
Employer contributions$754,304
Employee contributions$609,112
Employer contribution per active participant$7,619
Average account balance$127,997
Benefits paid to participants$906,334
Plan auditUnmodified (clean) audit opinion
AuditorHAEFELE, FLANAGAN & CO., P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,821
Investment management$2
Total administrative$2,823
The I. Rice & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$7,619
Median for plans this size$2,416

I. Rice & Co., 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 · 20243
JOHN HANCOCK USA · Recordkeeping · Investment management$315
D.A. DAVISON & CO. · Investment management$25
JOHN HANCOCK ENTERPRISE · Investment managementindirect comp

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

Administrative cost history1
2024$2,823 · 0.02%
Similar plansManufacturing · Pennsylvania
Phoenix Services LLC PA$15.1M · 0.61%
Stoelzle Glass USA, Inc. PA$15.0M · 0.39%
Immunocore LLC PA$15.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231730455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.