Plan Ledger DOL Form 5500 · updated monthly

Petrochoice Holdings, Inc.401(k)

PETROCHOICE HOLDINGS, INC. 401(K) PLAN · KING OF PRUSSIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Petrochoice Holdings, Inc. reported $145,743 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,864 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 0.39% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 873rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,823rd of 4,798 in finance & insurance. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,447,300
Participants with balances769
Active participants593
Employer contributions$1,105,193
Employee contributions$3,439,830
Employer contribution per active participant$1,864
Average account balance$57,799
Benefits paid to participants$5,885,041
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.4M · 769 accts · $1.1M emplr
2023$39.7M · 824 accts · $1.2M emplr
2022$33.6M · 810 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,210
Investment management$72,533
Total administrative$145,743
The Petrochoice Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,864
Median for plans this size$2,416
2024$1,864 per active participant
2023$1,835 per active participant
2022$1,651 per active participant

Petrochoice Holdings, Inc.'s 2024 employer contribution ran below 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$73,210
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$72,533
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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

Administrative cost history3
2024$145,743 · 0.35%
2023$135,819 · 0.37%
2022$142,025 · 0.39%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Tri State Capital Bank PA$45.4M · 0.01%
K2 Insurance Services, LLC PA$42.8M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261558803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.