Plan Ledger DOL Form 5500 · updated monthly

New Enterprise Stone & Lime Co., Inc.401(k)

NEW ENTERPRISE STONE & LIME CO., INC. 401(K) SAVINGS AND RETIREMENT PLAN · NEW ENTERPRISE, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

New Enterprise Stone & Lime Co., Inc. reported $306,935 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $5,435 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 2 years on file its reported administrative ratio rose from 0.126% to 0.133%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 243rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,017th of 13,661 in manufacturing. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$242,309,680
Participants with balances2,118
Active participants1,907
Employer contributions$10,364,179
Employee contributions$10,420,899
Employer contribution per active participant$5,435
Average account balance$114,405
Benefits paid to participants$29,941,959
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$242.3M · 2,118 accts · $10.4M emplr
2023$220.0M · 2,176 accts · $6.0M emplr
2022$195.2M · 2,161 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180,733
Investment management$70,000
Audit (IQPA)$56,202
Total administrative$306,935
The New Enterprise Stone & Lime Co., Inc. 401(k) match · 2024
Employer contribution per active participant$5,435
Median for plans this size$3,635
2024$5,435 per active participant
2023$3,056 per active participant
2022$2,839 per active participant

New Enterprise Stone & Lime Co., Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$180,733
WELLS FARGO ADVISORS · Investment advisory (plan)$70,000
BDO · Accounting / audit$56,202

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

Administrative cost history3
2024$306,935 · 0.13%
2023$300,674 · 0.14%
2022$275,228 · 0.13%
Same employer
Similar plansManufacturing · Pennsylvania
Utz Quality Foods, LLC PA$274.5M · 0.20%
Quaker Chemical Corporation PA$274.2M · 0.08%
Clemens Family Corporation PA$260.4M · 0.27%
Globus Medical Inc. PA$233.4M · 0.16%
Newage Industries, Inc. PA$231.0M · 0.06%
Braskem America, Inc. PA$230.0M · 0.18%
Koppers Inc. PA$218.9M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231374051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.