Plan Ledger DOL Form 5500 · updated monthly

Latsko Dcpj, Inc.401(k)

LATSKO DCPJ, INC. 401(K) PROFIT SHARING PLAN · BEAVER FALLS, PA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Latsko Dcpj, Inc. reported $37,341 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $939 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 1 year on file its reported administrative ratio fell from 0.55% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,482nd of 3,651), and 2,969th of 5,215 in retail trade. In 2023, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,329,751
Participants with balances96
Active participants141
Employer contributions$132,456
Employee contributions$370,140
Employer contribution per active participant$939
Average account balance$86,768
Benefits paid to participants$430,963
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$8.3M · 96 accts · $132K emplr
2022$6.9M · 102 accts · $159K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,682
Investment management$27,659
Total administrative$37,341
The Latsko Dcpj, Inc. 401(k) match · 2023
Employer contribution per active participant$939
Median for plans this size$1,308
2023$939 per active participant
2022$1,043 per active participant

Latsko Dcpj, Inc.'s 2023 employer contribution ran below the $1,308 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 · 20233
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping$1,393
EDWARD JONES · Investment advisory (participants)$26,164
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (participants) · Custodial$1,495

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

Administrative cost history2
2023$37,341 · 0.49%
2022$41,601 · 0.55%
Similar plansRetail Trade · Pennsylvania
Park Avenue Motor Cars PA$8.6M · 0.46%
U.S. Retail Flowers, Inc. PA$8.4M · 0.44%
S. Clyde Weaver, Inc. PA$8.1M · 0.28%
Braceys Supermarket, Inc. PA$7.9M · 0.12%
Boyds, L.P. PA$7.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251825686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.