Plan Ledger DOL Form 5500 · updated monthly

Percontee, Inc.401(k)

PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Percontee, Inc. reported $29,238 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,999 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 0.29% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 565th-largest of 1,671 plans among Maryland employers on file, and the 276th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 146 to 179 since 2022.

Plan summary
Net assets, end of year$24,360,654
Participants with balances306
Active participants179
Employer contributions$715,889
Employee contributions$1,179,073
Employer contribution per active participant$3,999
Average account balance$79,610
Benefits paid to participants$513,135
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 306 accts · $716K emplr
2023$20.6M · 284 accts · $684K emplr
2022$17.4M · 230 accts · $439K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,064
Investment management$27,174
Total administrative$29,238
The Percontee, Inc. 401(k) match · 2024
Employer contribution per active participant$3,999
Median for plans this size$2,416
2024$3,999 per active participant
2023$3,487 per active participant
2022$3,006 per active participant

Percontee, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
WELLS FARGO ADVISORRS, LLC · Investment advisory (plan)$27,174

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$29,238 · 0.13%
2023$39,594 · 0.21%
2022$54,254 · 0.29%
Similar plansMining, Oil & Gas Extraction · Maryland
Lighthouse Resources Inc. UT$25.2M · 0.38%
Redpath USA Corporation NV$24.6M · 0.05%
Icg Illinois LLC IL$24.3M · 0.20%
Tgnr Holdco LLC TX$24.3M · 0.50%
Haydon Holdings, LLC KY$24.2M · 0.37%
Killam Oil Co., LTD. TX$24.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520564430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.