Plan Ledger DOL Form 5500 · updated monthly

Pkf-Mark III, Inc.401(k)

THE CONTRACTORS RETIREMENT PLAN · NEWTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Pkf-Mark III, Inc. reported $18,611 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,033 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 0.089%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,470th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,913th of 5,337 in construction. In 2024, the employer put in $4.58 for every $1.00 employees contributed themselves; active participation has grown from 114 to 322 since 2022.

Plan summary
Net assets, end of year$21,697,827
Participants with balances293
Active participants322
Employer contributions$1,942,596
Employee contributions$424,050
Employer contribution per active participant$6,033
Average account balance$74,054
Benefits paid to participants$2,365,374
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 293 accts · $1.9M emplr
2023$20.1M · 275 accts · $1.7M emplr
2022$17.7M · 228 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$18,611
Total administrative$18,611
The Pkf-Mark III, Inc. 401(k) match · 2024
Employer contribution per active participant$6,033
Median for plans this size$2,416
2024$6,033 per active participant
2023$12,675 per active participant
2022$9,255 per active participant

Pkf-Mark III, Inc.'s 2024 employer contribution ran above the $2,416 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.

Administrative cost history3
2024$18,611 · 0.09%
2023$17,500 · 0.09%
2022$16,500 · 0.09%
Similar plansConstruction · Pennsylvania
George J. Hayden, Inc PA$22.1M · 0.05%
Brubacher Excavating, Inc. PA$21.8M · 0.33%
Haller Enterprises, LLC PA$21.6M · 0.50%
Tustin Mechanical Services PA$21.0M · 0.30%
Leeward Construction, Inc. PA$20.2M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231715080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.