Plan Ledger DOL Form 5500 · updated monthly

J. Reckner Associates, Inc.401(k)

THE J. RECKNER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · CHALFONT, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

J. Reckner Associates, Inc. reported $65,646 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $807 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 0.53% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (1,843rd of 3,651), and the 758th of 2,534 in administrative & support services. In 2024, employees put in $9.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,093,807
Participants with balances122
Active participants109
Employer contributions$87,942
Employee contributions$797,361
Employer contribution per active participant$807
Average account balance$123,720
Benefits paid to participants$1,826,221
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 122 accts · $88K emplr
2023$14.4M · 130 accts · $88K emplr
2022$12.1M · 127 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,199
Investment management$46,447
Total administrative$65,646
The J. Reckner Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$807
Median for plans this size$2,416
2024$807 per active participant
2023$745 per active participant
2022$765 per active participant

J. Reckner Associates, 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 · 20243
MILLIMAN, INC. · Recordkeeping · Loan processing$19,199
CAPTRUST INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$46,447
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$65,646 · 0.45%
2023$70,275 · 0.53%
2022$67,822 · 0.53%
Similar plansAdministrative & Support Services · Pennsylvania
Prism Spectrum Holdings LLC PA$17.2M · 0.38%
Phenom People, Inc. PA$17.1M · 0.06%
Roadrunner Recycling, Inc. PA$14.8M · 0.10%
Env Services, Inc. PA$14.1M · 0.14%
Jdk Management Co, L.P. PA$13.8M · 1.01%
Delta-T Group, Inc. PA$13.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232657307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.