Plan Ledger DOL Form 5500 · updated monthly

Keystone Lime Co., Inc.401(k)

KEYSTONE LIME & COMPANIES 401(K) PLAN · SPRINGS, PA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Keystone Lime Co., Inc. reported $26,361 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,238 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 rose from 0.18% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Pennsylvania (1,940th of 3,651), and 370th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,967,304
Participants with balances108
Active participants94
Employer contributions$210,339
Employee contributions$374,922
Employer contribution per active participant$2,238
Average account balance$129,327
Benefits paid to participants$2,261,884
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 108 accts · $210K emplr
2023$13.7M · 108 accts · $223K emplr
2022$13.0M · 109 accts · $205K emplr
Administrative expenses, itemized · 2024
Investment management$26,361
Total administrative$26,361
The Keystone Lime Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,238
Median for plans this size$2,416
2024$2,238 per active participant
2023$2,248 per active participant
2022$2,161 per active participant

Keystone Lime Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20247
KEYSTONE LIME COMPANY INC · Accounting / audit$16,250
FIRST UNITED BANK & TRUST · Investment advisory (plan)$10,000
LEAFHOUSE FINANCIAL ADVISORS, LLC$6,939
M2B RETIREMENT CONSULTING LLC · Contract administrator$4,434
ANCHOR 316 FIDUCIARY SOLUTIONS$3,534
EMPOWER ADVISORY GROUP, LLC · Investment management$3,460

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

Administrative cost history3
2024$26,361 · 0.19%
2023$24,112 · 0.18%
2022$24,949 · 0.18%
Similar plansMining, Oil & Gas Extraction · Pennsylvania
Allegheny Mineral Company PA$16.6M · 0.18%
Gilberton Coal Company PA$15.1M · 0.42%
Coterra Energy Inc. PA$13.5M · 0.08%
Meshoppen Stone Inc. PA$11.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251146455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.