Plan Ledger DOL Form 5500 · updated monthly

Kierantimberlake. LLC401(k)

KIERANTIMBERLAKE, LLC 401(K) PROFIT SHARING PLAN · SANATOGA, PA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Kierantimberlake. LLC reported $73,221 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,285 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 0.35% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,527th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,501st of 11,654 in professional & technical services. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,250,365
Participants with balances105
Active participants66
Employer contributions$216,818
Employee contributions$567,634
Employer contribution per active participant$3,285
Average account balance$192,861
Benefits paid to participants$631,268
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 105 accts · $217K emplr
2023$18.2M · 115 accts · $245K emplr
2022$15.8M · 105 accts · $70K emplr
Administrative expenses, itemized · 2024
Investment management$73,221
Total administrative$73,221
The Kierantimberlake. LLC 401(k) match · 2024
Employer contribution per active participant$3,285
Median for plans this size$2,416
2024$3,285 per active participant
2023$3,405 per active participant
2022$1,122 per active participant

Kierantimberlake. LLC's 2024 employer contribution ran above 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 · 20242
BPA INTERNATIONAL · Recordkeeping · Loan processing$16,143
APEXIUM FINANCIAL LP · Investment advisory (plan)$56,928

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

Recordkeeper by year2
2024BPA INTERNATIONAL
2023BPA INTERNATIONAL

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

Administrative cost history3
2024$73,221 · 0.38%
2023$63,455 · 0.37%
2022$61,952 · 0.35%
Similar plansProfessional & Technical Services · Pennsylvania
O'Donnell & Naccarato, Inc. PA$21.5M · 0.45%
Aweber Systems, Inc. PA$20.6M · 0.02%
Rj Lee Group, Inc. PA$19.9M · 0.22%
Stream Companies, LLC PA$19.8M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232308376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.