Plan Ledger DOL Form 5500 · updated monthly

Packaging Coordinators Inc.401(k)

PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Packaging Coordinators Inc. reported $375,656 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,297 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 0.21% to 0.22%. 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 293rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,206th of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 2,336 to 4,091 since 2022.

Plan summary
Net assets, end of year$188,097,480
Participants with balances4,324
Active participants4,091
Employer contributions$9,396,172
Employee contributions$19,352,817
Employer contribution per active participant$2,297
Average account balance$43,501
Benefits paid to participants$15,758,548
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$188.1M · 4,324 accts · $9.4M emplr
2023$150.7M · 3,566 accts · $7.6M emplr
2022$95.1M · 2,474 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$311,960
Investment management$30,621
Audit (IQPA)$33,075
Total administrative$375,656
The Packaging Coordinators Inc. 401(k) match · 2024
Employer contribution per active participant$2,297
Median for plans this size$3,635
2024$2,297 per active participant
2023$2,161 per active participant
2022$2,087 per active participant

Packaging Coordinators Inc.'s 2024 employer contribution ran below 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$311,960
GRANT THORNTON · Accounting / audit$33,075
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$30,621

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$375,656 · 0.22%
2023$276,295 · 0.22%
2022$208,361 · 0.21%
Similar plansManufacturing · Pennsylvania
Restek Corporation PA$216.2M · 0.06%
Hitachi Rail Sts USA, Inc. PA$205.1M · 0.16%
Frank Calandra, Inc. PA$196.1M · 0.14%
Arlanxeo USA LLC PA$187.9M · 0.06%
Monroe Energy, LLC PA$186.4M · 0.04%
Nova Chemicals, Inc. PA$180.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455161460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.