Plan Ledger DOL Form 5500 · updated monthly

Kunzler & Company, Inc.401(k)

KUNZLER & COMPANY, INC. PROFIT SHARING PLAN · LANCASTER, PA · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Kunzler & Company, Inc. reported $122,615 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,484 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 0.36% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 962nd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,696th of 13,661 in manufacturing. In 2023, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,738,998
Participants with balances565
Active participants403
Employer contributions$1,000,963
Employee contributions$1,515,632
Employer contribution per active participant$2,484
Average account balance$70,335
Benefits paid to participants$4,194,916
Plan auditUnmodified (clean) audit opinion
AuditorWALZ GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 271 accts · $858K emplr
2023$39.7M · 565 accts · $1.0M emplr
2022$35.3M · 561 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,072
Investment management$84,543
Trustee / custodial$1,000
Total administrative$122,615
The Kunzler & Company, Inc. 401(k) match · 2023
Employer contribution per active participant$2,484
Median for plans this size$2,440
2023$2,484 per active participant
2022$2,543 per active participant

Kunzler & Company, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FULTON BANK, N.A. · Recordkeeping · Consulting$134,557

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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

Administrative cost history3
2024$148,843 · 0.55%
2023$122,615 · 0.33%
2022$141,910 · 0.36%
Same employer
Similar plansManufacturing · Pennsylvania
Solesis, LLC PA$40.4M · 0.16%
Delphinus Engineering, Inc. PA$39.9M · 0.01%
Lafrance Corporation PA$39.9M · 0.20%
Ecore International PA$39.3M · 0.59%
Pei/Genesis, Inc. PA$39.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230780130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.