Plan Ledger DOL Form 5500 · updated monthly

Icon Legacy Custom Modular Homes, LLC401(k)

ICON LEGACY CUSTOM MODULAR HOMES, LLC 401(K) PLAN · SELINSGROVE, PA · plan year 2022

Reported admin expense ratio · 2022
0.42%

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

Icon Legacy Custom Modular Homes, LLC reported $3,640 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,184 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (3,521st of 3,651), and 5,125th of 5,337 in construction. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$931,355
Participants with balances80
Active participants110
Employer contributions$130,194
Employee contributions$232,303
Employer contribution per active participant$1,184
Average account balance$11,642
Benefits paid to participants$126,890
Plan auditUnmodified (clean) audit opinion
AuditorBARBETTI MCHALE, LLC
Administrative expenses, itemized · 2022
Investment management$3,640
Total administrative$3,640
The Icon Legacy Custom Modular Homes, LLC 401(k) match · 2022
Employer contribution per active participant$1,184
Median for plans this size$331

Icon Legacy Custom Modular Homes, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,640 · 0.42%
Same employer
Similar plansConstruction · Pennsylvania
Secco, Inc. ESOP PA$1.5M · 0.33%
Jvi Group, Inc. PA$1.4M · 0.00%
Zebby Sulecki, Inc. PA$1.4M · 1.68%
Burkentine Builders PA$507K · 1.12%
Wright Brothers, Inc. PA$422K · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320223154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.