Plan Ledger DOL Form 5500 · updated monthly

Moyer & Son, Inc.401(k)

MOYER & SON, INC. 401(K) PLAN · SOUDERTON, PA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Moyer & Son, Inc. reported $39,525 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,074 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 fell from 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,490th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,817th of 4,246 in wholesale trade. In 2025, employees put in $4.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,009,727
Participants with balances313
Active participants251
Employer contributions$269,608
Employee contributions$1,337,562
Employer contribution per active participant$1,074
Average account balance$67,124
Benefits paid to participants$2,478,059
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & COMPANY, P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$21.0M · 313 accts · $270K emplr
2024$18.9M · 324 accts · $273K emplr
2023$16.5M · 297 accts · $243K emplr
2022$14.9M · 303 accts · $256K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$14,525
Investment management$25,000
Total administrative$39,525
The Moyer & Son, Inc. 401(k) match · 2025
Employer contribution per active participant$1,074
Median for plans this size$2,666
2025$1,074 per active participant
2024$971 per active participant
2023$1,077 per active participant
2022$1,114 per active participant

Moyer & Son, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MMA SECURITIES · Investment advisory (plan)$25,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,525

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

Administrative cost history4
2025$39,525 · 0.20%
2024$37,226 · 0.21%
2023$35,815 · 0.23%
2022$40,550 · 0.24%
Same employer
Similar plansWholesale Trade · Pennsylvania
Curry Supply Company, Inc. PA$23.9M · 0.02%
George E. Delallo Co., Inc. PA$22.8M · 0.59%
Penn Jersey Paper Company PA$22.3M · 0.30%
Gt&E, LLC PA$21.5M · 0.09%
Karndean International LLC PA$20.8M · 0.04%
Westinghouse Lighting L.P. PA$20.8M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231667111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.