Plan Ledger DOL Form 5500 · updated monthly

Levy School Bus Co.401(k)

LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN · TRUMBAUERSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Levy School Bus Co. reported $5,429 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $502 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 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (3,004th of 3,651), and 1,773rd of 2,677 in transportation & warehousing. In 2024, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,075,714
Participants with balances164
Active participants168
Employer contributions$84,387
Employee contributions$283,104
Employer contribution per active participant$502
Average account balance$24,852
Benefits paid to participants$283,333
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 164 accts · $84K emplr
2023$3.5M · 177 accts · $73K emplr
2022$3.0M · 177 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,429
Total administrative$5,429
The Levy School Bus Co. 401(k) match · 2024
Employer contribution per active participant$502
Median for plans this size$1,313
2024$502 per active participant
2023$419 per active participant
2022$448 per active participant

Levy School Bus Co.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20241
CAPITAL RESEARCH AND MANAGEMENT CO.$5,529

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$5,429 · 0.14%
2023$3,774 · 0.12%
2022$1,491 · 0.04%
Similar plansTransportation & Warehousing · Pennsylvania
All Ways Safe, LLC PA$4.9M · 0.50%
K & R Sales, Inc. PA$4.5M · 1.25%
Air Ground Xpress, Inc. PA$4.4M · 0.88%
McCarter Transit Inc. PA$4.0M · 0.03%
Wavepoint 3PL, Inc. PA$3.8M · 1.27%
Kbs, Inc. PA$3.6M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231608607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.