Plan Ledger DOL Form 5500 · updated monthly

Joy Cone Co.401(k)

JOY CONE CO. 401(K) PROFIT SHARING PLAN · HERMITAGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Joy Cone Co. reported $3,369 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,316 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 0.003% to 0.003%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 372nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,475th of 13,661 in manufacturing. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 991 to 1,230 since 2022.

Plan summary
Net assets, end of year$142,230,803
Participants with balances1,289
Active participants1,230
Employer contributions$4,078,727
Employee contributions$6,602,073
Employer contribution per active participant$3,316
Average account balance$110,342
Benefits paid to participants$8,165,994
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH, AND KING
Plan history3
Yearassets · accounts · employer contribution
2024$142.2M · 1,289 accts · $4.1M emplr
2023$123.0M · 1,127 accts · $3.7M emplr
2022$97.3M · 973 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,369
Total administrative$3,369
The Joy Cone Co. 401(k) match · 2024
Employer contribution per active participant$3,316
Median for plans this size$3,635
2024$3,316 per active participant
2023$3,115 per active participant
2022$3,265 per active participant

Joy Cone Co.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$3,369
CHARLES SCHWAB TRUST · Custodial (securities)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
2024The Standard
2023The Standard

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

Administrative cost history3
2024$3,369 · 0.00%
2023$2,606 · 0.00%
2022$2,988 · 0.00%
All plans at this employer2
JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLANESOP
JOY CONE CO. 401(K) PROFIT SHARING PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Colorcon, Inc. PA$143.0M · 0.02%
Stella-Jones Corporation PA$138.2M · 0.16%
Gcp Applied Technologies PA$137.1M · 0.11%
Zausner Foods Corp. PA$132.7M · 0.06%
Rhi Magnesita PA$128.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251153491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.