Plan Ledger DOL Form 5500 · updated monthly

Okna Windows Corporation401(k)

OKNA WINDOWS CORPORATION 401(K) PLAN · BRISTOL, PA · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Okna Windows Corporation reported $27,990 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $279 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 fell from 1.41% to 1.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,224th of 3,651), and 12,452nd of 13,661 in manufacturing. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has shrunk from 404 to 312 since 2022.

Plan summary
Net assets, end of year$2,698,184
Participants with balances132
Active participants312
Employer contributions$87,014
Employee contributions$291,776
Employer contribution per active participant$279
Average account balance$20,441
Benefits paid to participants$39,122
Plan auditUnmodified (clean) audit opinion
AuditorNAWN AND COMPANY, CPA'S LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 132 accts · $87K emplr
2023$2.1M · 131 accts · $81K emplr
2022$1.6M · 145 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,990
Total administrative$27,990
The Okna Windows Corporation 401(k) match · 2024
Employer contribution per active participant$279
Median for plans this size$1,313
2024$279 per active participant
2023$245 per active participant
2022$221 per active participant

Okna Windows Corporation's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$18,077
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$9,913

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$27,990 · 1.16%
2023$28,173 · 1.52%
2022$22,224 · 1.41%
Similar plansManufacturing · Pennsylvania
Fabtex, Inc. PA$2.8M · 0.24%
Lynn Electronics LLC PA$2.8M · 1.68%
Norac USA Corporation PA$2.7M · 0.62%
Combined Systems Inc PA$2.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232750545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.