Plan Ledger DOL Form 5500 · updated monthly

Pertronix, LLC401(k)

PERTRONIX, LLC RETIREMENT PLAN · LENEXA, KS · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Pertronix, LLC reported $49,869 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,208 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kansas (602nd of 828), and 10,477th of 13,661 in manufacturing. In 2022, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,398,184
Participants with balances133
Active participants88
Employer contributions$194,339
Employee contributions$281,997
Employer contribution per active participant$2,208
Average account balance$48,107
Benefits paid to participants$2,751,397
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT, CHANEY& MCMULLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 152 accts · $155K emplr
2023$4.7M · 135 accts · $164K emplr
2022$6.4M · 133 accts · $194K emplr
The Pertronix, LLC 401(k) match · 2022
Employer contribution per active participant$2,208
Median for plans this size$1,114
2024$2,117 per active participant
2023$1,742 per active participant
2022$2,208 per active participant

Pertronix, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$29,659 · 0.62%
2023$37,606 · 0.68%
2022$49,869 · 0.61%
Similar plansManufacturing · Kansas
Pkm Steel Service, Inc. KS$6.9M · 0.69%
Chance Rides, LLC KS$6.8M · 0.50%
Cashco, Inc. KS$6.6M · 0.32%
Superior Holding, Inc. KS$6.5M · 0.32%
Acme Foundry, Inc. KS$6.2M · 0.55%
Celltron, Inc. KS$6.0M · 0.64%
Peerless Products, Inc. KS$6.0M · 0.28%
Atec Steel, LLC KS$5.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952252935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.