Plan Ledger DOL Form 5500 · updated monthly

Keller Brothers Motor Company401(k)

KELLER BROTHERS MOTOR COMPANY 401(K) PLAN · LEBANON, PA · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

Keller Brothers Motor Company reported $37,888 in plan administrative expenses for 2022: 0.65% of average plan assets, above the peer median. Employer contributions averaged $928 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 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,836th of 3,651), and 3,649th of 5,215 in retail trade. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,400,696
Participants with balances93
Active participants135
Employer contributions$125,274
Employee contributions$322,386
Employer contribution per active participant$928
Average account balance$58,072
Benefits paid to participants$302,639
Plan auditUnmodified (clean) audit opinion
AuditorBOYER & RITTER LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,433
Investment management$17,455
Total administrative$37,888
The Keller Brothers Motor Company 401(k) match · 2022
Employer contribution per active participant$928
Median for plans this size$1,114

Keller Brothers Motor Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$37,888 · 0.65%
Similar plansRetail Trade · Pennsylvania
M & B Paul, Inc. PA$5.6M · 0.59%
Med-Fast Pharmacy, Inc. PA$5.5M · 0.29%
Cl Cressler, Inc. PA$5.5M · 0.60%
York Auto Group, Inc. PA$5.3M · 0.49%
Wbq USA, LLC PA$5.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231388146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.