Plan Ledger DOL Form 5500 · updated monthly

Pocket Nurse Enterprises, LLC401(k)

POCKET NURSE 401(K) PROFIT SHARING PLAN · MONACA, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Pocket Nurse Enterprises, LLC reported $45,036 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $7,689 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 0.36% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,776th-largest of 3,651 plans among Pennsylvania employers on file, and 2,278th of 4,246 in wholesale trade. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,882,828
Participants with balances132
Active participants102
Employer contributions$784,325
Employee contributions$602,208
Employer contribution per active participant$7,689
Average account balance$120,324
Benefits paid to participants$1,255,612
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 132 accts · $784K emplr
2023$13.8M · 134 accts · $807K emplr
2022$11.1M · 137 accts · $780K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,036
Total administrative$45,036
The Pocket Nurse Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$7,689
Median for plans this size$2,416
2024$7,689 per active participant
2023$7,476 per active participant
2022$7,094 per active participant

Pocket Nurse Enterprises, LLC'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.

Service providers · 20245
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$18,000
EMPOWER ADVISORY GROUP, LLC · Investment management$8,527
M2B RETIREMENT CONSULTING LLC · Contract administrator$5,444

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$45,036 · 0.30%
2023$45,498 · 0.37%
2022$43,667 · 0.36%
Same employer
Similar plansWholesale Trade · Pennsylvania
Reed Oil Company PA$16.3M · 0.30%
Heller's Gas, Inc. PA$16.3M · 0.46%
Lee Supply Company, Inc. PA$15.9M · 0.02%
S. Walter Packaging Corp. PA$15.5M · 0.41%
Wengers of Myerstown PA$15.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251763055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.