Plan Ledger DOL Form 5500 · updated monthly

Pmta/Ila - Defined Contribution Pension PlanProfit-sharing plan

PMTA/ILA - DEFINED CONTRIBUTION PENSION PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pmta/Ila - Defined Contribution Pension Plan reported $209,162 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $11,407 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 0.23% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 355th-largest of 3,651 plans among Pennsylvania employers on file, and the 181st of 2,677 in transportation & warehousing. In 2024, the employer put in $7.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$150,357,983
Participants with balances1,183
Active participants968
Employer contributions$11,042,400
Employee contributions$1,527,523
Employer contribution per active participant$11,407
Average account balance$127,099
Benefits paid to participants$9,899,332
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER DORWART, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$150.4M · 1,183 accts · $11.0M emplr
2023$128.0M · 1,181 accts · $10.3M emplr
2022$104.5M · 1,093 accts · $9.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,493
Investment management$35,556
Audit (IQPA)$8,500
Total administrative$209,162
Employer contributions to the Pmta/Ila - Defined Contribution Pension Plan plan · 2024
Employer contribution per active participant$11,407
Median for plans this size$3,635
2024$11,407 per active participant
2023$10,846 per active participant
2022$10,872 per active participant

Pmta/Ila - Defined Contribution Pension Plan's 2024 employer contribution ran above the $3,635 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 · 20247
BRIDGEWAY BENEFIT TECHNOLOGIES LLC · Recordkeeping$14,262
ILA BENEFIT FUND OFFICE · Plan administrator$94,493
STRATEGIC ADVISORS · Investment advisory (plan)$35,556
COZEN O'CONNER · Legal$15,000
SPEAR WILDERMAN · Legal$15,000
FISCHER DORWART, P.C. · Accounting / audit$8,500

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

Recordkeeper by year2
2024BRIDGEWAY BENEFIT TECHNOLOGIES LLC
2023BRIDGEWAY BENEFIT TECHNOLOGIES LLC

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

Administrative cost history3
2024$209,162 · 0.15%
2023$223,396 · 0.19%
2022$256,422 · 0.23%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Pitt Ohio Express, LLC PA$396.0M · 0.08%
A. Duie Pyle, Incorporated PA$292.1M · 0.14%
Armada Partners LP PA$90.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 236534704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.