Plan Ledger DOL Form 5500 · updated monthly

Pilot Water Solutions LLC401(k)

PILOT WATER SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST · CARLISLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Pilot Water Solutions LLC reported $29,339 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $3,104 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 rose from 0.06% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,908th of 3,651), and 3,827th of 5,215 in retail trade. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,767,167
Participants with balances206
Active participants210
Employer contributions$651,912
Employee contributions$1,187,353
Employer contribution per active participant$3,104
Average account balance$23,142
Benefits paid to participants$1,032,818
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 206 accts · $652K emplr
2023$3.2M · 182 accts · $568K emplr
2022$1.5M · 149 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,540
Investment management$1,939
Trustee / custodial$860
Total administrative$29,339
The Pilot Water Solutions LLC 401(k) match · 2024
Employer contribution per active participant$3,104
Median for plans this size$1,313
2024$3,104 per active participant
2023$2,481 per active participant
2022$389 per active participant

Pilot Water Solutions LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PAYCHEX, INC. · Recordkeeping$14,966

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$29,339 · 0.73%
2023$13,222 · 0.56%
2022$863 · 0.06%
Same employer
Similar plansRetail Trade · Pennsylvania
Sns Foods, Inc PA$5.1M · 0.80%
Fayette Parts Service Inc PA$5.0M · 0.36%
Performance Motors, Inc. PA$4.7M · 0.75%
Community Aid, Inc. PA$4.6M · 1.42%
Kimberton Whole Foods PA$4.6M · 0.28%
Pacifico Ford, Inc. PA$4.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830671454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.