Plan Ledger DOL Form 5500 · updated monthly

Penn Warehousing & Distribution, Inc.401(k)

PENN WAREHOUSING & DISTRIBUTION, INC. UNION 401(K) PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.38%

Penn Warehousing & Distribution, Inc. reported $7,236 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (3,396th of 3,651), and 2,157th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,767,026
Participants with balances86
Active participants167
Employer contributions—
Employee contributions$139,741
Employer contribution per active participant—
Average account balance$20,547
Benefits paid to participants$211,016
Plan auditUnmodified (clean) audit opinion
AuditorSWS GROUP, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,023
Investment management$5,213
Total administrative$7,236
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,236 · 0.38%
Similar plansTransportation & Warehousing · Pennsylvania
Mlaker LLC PA$1.9M · 0.40%
Tri County Transportation PA$1.8M · 0.05%
Nt Solutions, Inc. PA$1.3M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232183771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.