Plan Ledger DOL Form 5500 · updated monthly

Pdc Machines LLC401(k)

PDC 401(K) AND PROFIT SHARING PLAN · SOUDERTON, PA · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Pdc Machines LLC reported $38,690 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $3,664 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 0.55% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,594th of 3,651), and 9,937th of 13,661 in manufacturing. In 2023, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 207 to 127 since 2022.

Plan summary
Net assets, end of year$7,422,019
Participants with balances150
Active participants127
Employer contributions$465,288
Employee contributions$916,915
Employer contribution per active participant$3,664
Average account balance$49,480
Benefits paid to participants$1,774,353
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 143 accts · $91K emplr
2023$7.4M · 150 accts · $465K emplr
2022$6.6M · 150 accts · $451K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,690
Total administrative$38,690
The Pdc Machines LLC 401(k) match · 2023
Employer contribution per active participant$3,664
Median for plans this size$1,308
2024$1,046 per active participant
2023$3,664 per active participant
2022$2,178 per active participant

Pdc Machines LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
KATHMERE CAPITAL MGMT · Investment advisory (plan)$22,641
ALERUS RETIREMENT CONSULTING · Contract administrator$5,619
ASCENSUS LLCindirect comp

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$37,063 · 0.51%
2023$38,690 · 0.55%
2022$33,748 · 0.55%
Same employer
Similar plansManufacturing · Pennsylvania
Multi-Flow Industries LLC PA$7.6M · 0.42%
Metco Industries, Inc. PA$7.5M · 0.49%
F & S Tool, Inc. PA$7.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232274559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.