Plan Ledger DOL Form 5500 · updated monthly

Penn Line Enterprises, Inc.401(k) + ESOP (KSOP)

PENN LINE ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS · SCOTTDALE, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Penn Line Enterprises, Inc. reported $6,715 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,342 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 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 290th-largest of 3,651 plans among Pennsylvania employers on file, and the 358th of 5,337 in construction. In 2024, the employer put in $5.40 for every $1.00 employees contributed themselves; active participation has grown from 1,721 to 1,972 since 2022.

Plan summary
Net assets, end of year$190,106,462
Participants with balances2,738
Active participants1,972
Employer contributions$6,590,450
Employee contributions$1,220,153
Employer contribution per active participant$3,342
Average account balance$69,433
Benefits paid to participants$13,377,750
Plan auditUnmodified (clean) audit opinion
AuditorTHE KEENAN GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$190.1M · 2,738 accts · $6.6M emplr
2023$173.2M · 2,602 accts · $9.5M emplr
2022$169.3M · 2,437 accts · $9.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,715
Total administrative$6,715
The Penn Line Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$3,342
Median for plans this size$3,635
2024$3,342 per active participant
2023$5,991 per active participant
2022$5,243 per active participant

Penn Line Enterprises, 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 · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$6,715

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,715 · 0.00%
2023$7,105 · 0.00%
2022$14,383 · 0.01%
Same employer
Similar plansConstruction · Pennsylvania
Kinsley Enterprises, Inc. PA$218.1M · 0.18%
Kinsley Construction, Inc. PA$197.2M · 0.17%
Glenn O. Hawbaker, Inc. PA$187.7M · 0.19%
Phrg Management, LLC PA$157.8M · 0.13%
H & K Group, Inc. PA$157.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850756206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.