Plan Ledger DOL Form 5500 · updated monthly

Pella Mid-Atlantic Inc.401(k)

PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN · BELTSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Pella Mid-Atlantic Inc. reported $78,915 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $540 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 671st-largest of 1,671 plans among Maryland employers on file, and the 1,528th of 5,215 in retail trade. In 2024, employees put in $12.76 for every $1.00 the employer contributed; active participation has shrunk from 220 to 183 since 2022.

Plan summary
Net assets, end of year$19,071,732
Participants with balances240
Active participants183
Employer contributions$98,834
Employee contributions$1,261,300
Employer contribution per active participant$540
Average account balance$79,466
Benefits paid to participants$1,121,433
Plan auditUnmodified (clean) audit opinion
AuditorBENEFIT AUDIT GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 240 accts · $99K emplr
2023$16.8M · 248 accts · $106K emplr
2022$15.5M · 278 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,915
Total administrative$78,915
The Pella Mid-Atlantic Inc. 401(k) match · 2024
Employer contribution per active participant$540
Median for plans this size$2,416
2024$540 per active participant
2023$553 per active participant
2022$507 per active participant

Pella Mid-Atlantic Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$78,915
BENEFIT AUDIT GROUP, LLC · Accounting / auditindirect comp
WELLS FARGO ADVISORS FIN NETWORK · Investment advisory (plan)indirect 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$78,915 · 0.44%
2023$128,941 · 0.80%
2022$73,016 · 0.43%
Same employer
Similar plansRetail Trade · Maryland
Jones Junction Inc MD$23.3M · 0.44%
Price Modern, LLC MD$20.8M · 0.56%
Mars Holdings, LLC MD$20.7M · 0.20%
Rrr, LLC MD$19.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831224745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.