Plan Ledger DOL Form 5500 · updated monthly

Lewistown Valley Enterprises, Inc.401(k)

KOCH'S TURKEY FARM 401(K) PLAN · TAMAQUA, PA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Lewistown Valley Enterprises, Inc. reported $5,776 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $629 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Pennsylvania (3,495th of 3,651), and 855th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,175,788
Participants with balances195
Active participants185
Employer contributions$116,318
Employee contributions$194,200
Employer contribution per active participant$629
Average account balance$6,030
Benefits paid to participants$5,186
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,776
Total administrative$5,776
The Lewistown Valley Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$629
Median for plans this size$1,313

Lewistown Valley Enterprises, Inc.'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

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

Administrative cost history1
2024$5,776 · 0.49%
Similar plansAgriculture, Forestry & Fishing · Pennsylvania
Star Medical, Inc. PA$2.2M · 0.61%
Integrity Tree Services MI$1.2M · 0.81%
Far West Fungi Inc CA$1.2M · 0.47%
Johnson Foods, Inc. WA$1.2M · 0.17%
Fg Holdings Company, LLC WI$1.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232451655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.