Plan Ledger DOL Form 5500 · updated monthly

M & B Paul, Inc.401(k)

M & B PAUL, INC. 401(K) PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.59%

M & B Paul, Inc. reported $36,299 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. 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 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,811th of 3,651), and 3,603rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,560,659
Participants with balances86
Active participants155
Employer contributions—
Employee contributions$313,172
Employer contribution per active participant—
Average account balance$64,659
Benefits paid to participants$210,921
Plan auditUnmodified (clean) audit opinion
AuditorVOYNOW BAYARD WHYTE AND COMPANY, LL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,917
Investment management$14,382
Total administrative$36,299
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$36,299 · 0.59%
Same employer
Similar plansRetail Trade · Pennsylvania
Seven Z Enterprises, Inc. PA$5.9M · 0.70%
Strahman Valves Inc PA$5.8M · 0.49%
Buckmans, Inc. PA$5.6M · 0.76%
Med-Fast Pharmacy, Inc. PA$5.5M · 0.29%
Cl Cressler, Inc. PA$5.5M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231707378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.