Plan Ledger DOL Form 5500 · updated monthly

Penn Emblem Company401(k)

PENN EMBLEM COMPANY 401(K) PLAN · TREVOSE, PA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Penn Emblem Company reported $25,939 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.08% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,310th of 3,651), and 8,891st of 13,661 in manufacturing. active participation has shrunk from 233 to 165 since 2022.

Plan summary
Net assets, end of year$9,787,856
Participants with balances123
Active participants165
Employer contributions$0
Employee contributions$448,430
Employer contribution per active participant$0
Average account balance$79,576
Benefits paid to participants$1,976,931
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 123 accts
2023$9.6M · 133 accts
2022$8.0M · 146 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,139
Audit (IQPA)$16,800
Total administrative$25,939
The Penn Emblem Company 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Penn Emblem Company's 2024 employer contribution ran below the $1,313 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
TORRILLO & ASSOCIATES, LLC · Accounting / audit$16,800
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,139
UBS FINANCIAL SERVICES INCindirect 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$25,939 · 0.27%
2023$21,562 · 0.24%
2022$6,925 · 0.08%
Same employer
Similar plansManufacturing · Pennsylvania
Chc Solutions, Inc. PA$9.8M · 0.80%
Wound Care Concepts LLC PA$9.8M · 0.65%
Rebco, Inc. PA$9.6M · 0.60%
Premier Pan Company PA$9.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231291401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.