Plan Ledger DOL Form 5500 · updated monthly

Limbach Facility Services LLC401(k)

LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN · WARRENDALE, PA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Limbach Facility Services LLC reported $34,489 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,390 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 rose from 0.041% to 0.044%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other construction employers. By assets it is the 540th-largest of 3,651 plans among Pennsylvania employers on file, and the 716th of 5,337 in construction. In 2023, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,849,693
Participants with balances838
Active participants750
Employer contributions$2,542,229
Employee contributions$4,913,936
Employer contribution per active participant$3,390
Average account balance$100,059
Benefits paid to participants$10,163,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1.3M emplr
2023$83.8M · 838 accts · $2.5M emplr
2022$73.8M · 847 accts · $2.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,175
Investment management$27,314
Total administrative$34,489
The Limbach Facility Services LLC 401(k) match · 2023
Employer contribution per active participant$3,390
Median for plans this size$3,659
2023$3,390 per active participant
2022$3,089 per active participant

Limbach Facility Services LLC's 2023 employer contribution ran below the $3,659 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 · 20232
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$34,489
MERCER CONSULTING · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024Not separately reported
2023$34,489 · 0.04%
2022$32,673 · 0.04%
Same employer
Similar plansConstruction · Pennsylvania
Wagman Inc. PA$93.5M · 0.07%
Edwin L. Heim Company PA$88.2M · 0.15%
Irex Corporation PA$84.0M · 0.07%
Worth & Company, Inc. PA$80.9M · 0.35%
Iron Workers Local 404 PA$75.3M · 0.32%
The Tri-M Group, LLC PA$72.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161622730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.