Plan Ledger DOL Form 5500 · updated monthly

Ox Paper Tube & Core, LLC401(k)

OX INDUSTRIES 401(K) PLAN · HANOVER, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Ox Paper Tube & Core, LLC reported $84,628 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,075 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 0.58% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,299th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,935th of 13,661 in manufacturing. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 439 to 521 since 2022.

Plan summary
Net assets, end of year$26,363,481
Participants with balances564
Active participants521
Employer contributions$1,602,060
Employee contributions$2,130,118
Employer contribution per active participant$3,075
Average account balance$46,744
Benefits paid to participants$2,818,389
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL, LAWTON & COMPANY,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 564 accts · $1.6M emplr
2023$21.7M · 584 accts · $1.2M emplr
2022$17.7M · 417 accts · $710K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,272
Investment management$54,356
Total administrative$84,628
The Ox Paper Tube & Core, LLC 401(k) match · 2024
Employer contribution per active participant$3,075
Median for plans this size$2,416
2024$3,075 per active participant
2023$2,234 per active participant
2022$1,617 per active participant

Ox Paper Tube & Core, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$29,798
CAPFINANCIAL PARTNERS LLC · Investment management$54,356

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$84,628 · 0.35%
2023$130,677 · 0.66%
2022$110,978 · 0.58%
Same employer
Similar plansManufacturing · Pennsylvania
Resin Solutions, LLC PA$26.7M · 0.29%
Tyndale Enterprises, Inc. PA$26.4M · 0.50%
Composidie, Inc. PA$26.1M · 0.10%
Lift-All Company Inc PA$25.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465660730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.