Plan Ledger DOL Form 5500 · updated monthly

Mount Airy #1, LLC401(k)

MOUNT AIRY #1, LLC RETIREMENT SAVINGS PLAN · MT. POCONO, PA · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Mount Airy #1, LLC reported $136,667 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $450 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 3 years on file its reported administrative ratio has held roughly steady near 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,765th-largest of 3,651 plans among Pennsylvania employers on file, and the 493rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,020,401
Participants with balances971
Active participants772
Employer contributions$347,029
Employee contributions$1,919,637
Employer contribution per active participant$450
Average account balance$16,499
Benefits paid to participants$2,200,340
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK, KALADA, BERDY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 971 accts · $347K emplr
2023$14.3M · 1,028 accts · $342K emplr
2022$12.3M · 1,004 accts · $334K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,724
Investment management$3,143
Audit (IQPA)$11,800
Total administrative$136,667
The Mount Airy #1, LLC 401(k) match · 2024
Employer contribution per active participant$450
Median for plans this size$2,416
2024$450 per active participant
2023$422 per active participant
2022$408 per active participant

Mount Airy #1, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$122,099
KRONICK, KALADA BERDY AND CO · Accounting / audit$11,800

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
2024$136,667 · 0.90%
2023$128,166 · 0.96%
2022$122,037 · 0.93%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Pittsburgh Cultural Trust PA$24.8M · 0.33%
Lemieux Group LP PA$23.2M · 0.28%
The Franklin Institute PA$20.7M · 0.04%
Highlands Ventures, LLC PA$12.8M · 0.39%
The Merion Cricket Club PA$11.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201454362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.