Plan Ledger DOL Form 5500 · updated monthly

Phoenix Lithographing Corporation401(k)

PHOENIX LITHOGRAPHING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.18%

Phoenix Lithographing Corporation reported $16,897 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. 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 rose from 0.15% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,315th of 3,651), and 1,126th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$9,713,738
Participants with balances169
Active participants236
Employer contributions—
Employee contributions$1,035,547
Employer contribution per active participant—
Average account balance$57,478
Benefits paid to participants$768,587
Plan auditUnmodified (clean) audit opinion
AuditorBERKOWITZ & BERKOWITZ CPAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 169 accts
2023$8.7M · 191 accts
2022$7.1M · 204 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,897
Total administrative$16,897
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,021
LEGACY RETIREMENT SOLUTIONS, LLC · Contract administrator · Other services$4,875

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$16,897 · 0.18%
2023$12,899 · 0.16%
2022$11,096 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
The Buncher Company PA$11.7M · 0.00%
McKinney Properties, Inc. PA$11.6M · 0.26%
Dons Appliances LTD PA$9.1M · 0.83%
Mlp Ventures Group PA$9.0M · 1.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020629371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.