Plan Ledger DOL Form 5500 · updated monthly

Pleasant Valley Homes, Inc.401(k)

PLEASANT VALLEY HOMES 401(K) · PINE GROVE, PA · plan year 2024

Reported admin expense ratio · 2024
0.52%

Pleasant Valley Homes, Inc. reported $15,230 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. 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 0.47% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,168th of 3,651), and 12,244th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,066,152
Participants with balances120
Active participants179
Employer contributions—
Employee contributions$235,624
Employer contribution per active participant—
Average account balance$25,551
Benefits paid to participants$194,231
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 120 accts
2023$2.7M · 142 accts
2022$2.3M · 133 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,725
Investment management$11,505
Total administrative$15,230
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
ASCENSUS LLC · Loan processing · Recordkeeping$3,725
LPL FINANCIAL · Investment advisory (plan)$11,505

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$15,230 · 0.52%
2023$11,521 · 0.46%
2022$11,394 · 0.47%
Same employer
Similar plansManufacturing · Pennsylvania
Troegs Brewing Company PA$3.2M · 0.45%
Taktl, LLC PA$3.1M · 0.80%
Knf Flexpak Corporation PA$3.0M · 0.01%
Iridium Industries, Inc. PA$3.0M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 331080091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.