Plan Ledger DOL Form 5500 · updated monthly

Penn Color Inc.401(k)

PENN COLOR, INC. INCENTIVE SAVINGS PLAN · HATFIELD, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Penn Color Inc. reported $260,046 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,460 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 0.45% to 0.34%. 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 561st-largest of 3,651 plans among Pennsylvania employers on file, and the 2,252nd of 13,661 in manufacturing. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,744,284
Participants with balances760
Active participants618
Employer contributions$1,520,249
Employee contributions$3,788,341
Employer contribution per active participant$2,460
Average account balance$104,927
Benefits paid to participants$7,809,454
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.7M · 760 accts · $1.5M emplr
2023$73.4M · 710 accts · $1.3M emplr
2022$66.5M · 743 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,416
Investment management$103,813
Audit (IQPA)$20,250
Total administrative$260,046
The Penn Color Inc. 401(k) match · 2024
Employer contribution per active participant$2,460
Median for plans this size$3,635
2024$2,460 per active participant
2023$2,273 per active participant
2022$2,070 per active participant

Penn Color 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
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$113,416
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$103,812
J L KREISCHER PC ET AL PTRS DBA KRE · Accounting / audit$20,250

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Penn Color Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$260,046 · 0.34%
2023$330,382 · 0.47%
2022$325,851 · 0.45%
Same employer
Similar plansManufacturing · Pennsylvania
Veka Holdings, Inc. PA$84.2M · 0.25%
Godiva Chocolatier, Inc. PA$82.8M · 0.32%
Fxi, Inc. PA$78.4M · 0.15%
Lasko Products, LLC PA$78.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221661347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.