Plan Ledger DOL Form 5500 · updated monthly

Kleen-Rite Corporation401(k)

KLEEN-RITE CORPORATION 401(K) PLAN · COLUMBIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Kleen-Rite Corporation reported $15,951 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,811 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 0.04% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (1,973rd of 3,651), and 2,512th of 4,246 in wholesale trade. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,562,406
Participants with balances238
Active participants158
Employer contributions$602,094
Employee contributions$438,266
Employer contribution per active participant$3,811
Average account balance$56,985
Benefits paid to participants$800,387
Plan auditUnmodified (clean) audit opinion
AuditorBERTZ, HESS & CO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 238 accts · $602K emplr
2023$11.6M · 225 accts · $579K emplr
2022$9.5M · 192 accts · $543K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,951
Total administrative$15,951
The Kleen-Rite Corporation 401(k) match · 2024
Employer contribution per active participant$3,811
Median for plans this size$2,416
2024$3,811 per active participant
2023$3,619 per active participant
2022$3,643 per active participant

Kleen-Rite Corporation'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 · 20243
KLEEN-RITE CORPORATION$10,300
CAPITAL GROUP RETIREMENT PLAN SERVI$7,203
THE RETIREMENT ADVANTAGE INC · Contract administrator$4,231

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$15,951 · 0.13%
2023Not separately reported
2022$4,077 · 0.04%
Same employer
Similar plansWholesale Trade · Pennsylvania
Vsmpo-Tirus US PA$14.2M · 0.44%
Five Star Equipment, Inc. PA$14.1M · 0.03%
Office Basics, Inc. PA$13.9M · 0.35%
Trevdan, Inc PA$13.4M · 0.37%
Rg Industries, Inc. PA$12.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231712065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.