Plan Ledger DOL Form 5500 · updated monthly

K & R Sales, Inc.401(k)

K & R SALES 401(K) & PROFIT SHARING PLAN · LEBANON, PA · plan year 2024

Reported admin expense ratio · 2024
1.25%

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

K & R Sales, Inc. reported $50,702 in plan administrative expenses for 2024: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,658 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,945th of 3,651), and 1,716th of 2,677 in transportation & warehousing. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,506,782
Participants with balances105
Active participants82
Employer contributions$217,944
Employee contributions$330,978
Employer contribution per active participant$2,658
Average account balance$42,922
Benefits paid to participants$559,089
Plan auditUnmodified (clean) audit opinion
AuditorRKL, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,752
Investment management$12,950
Total administrative$50,702
The K & R Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$2,658
Median for plans this size$1,313

K & R Sales, Inc.'s 2024 employer contribution ran above the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,152
HIGHTOWER ADVISORS, LLC · Investment advisory (plan)$12,950
DUNBAR BENDER & ZAPF, INC. · Contract administrator · Other services$5,600

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$50,702 · 1.25%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
H.E. Rohrer, Inc. PA$5.3M · 0.80%
All Ways Safe, LLC PA$4.9M · 0.50%
Air Ground Xpress, Inc. PA$4.4M · 0.88%
Levy School Bus Co. PA$4.1M · 0.14%
McCarter Transit Inc. PA$4.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432055577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.