Plan Ledger DOL Form 5500 · updated monthly

Pollard (U.S.) LTD401(k)

POLLARD (U.S.) LTD 401(K) PLAN · · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Pollard (U.S.) LTD reported $117,764 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,285 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 0.29% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,597th of 13,661 in manufacturing. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,470,277
Participants with balances885
Active participants952
Employer contributions$1,222,911
Employee contributions$2,756,429
Employer contribution per active participant$1,285
Average account balance$46,859
Benefits paid to participants$3,013,093
Plan auditUnmodified (clean) audit opinion
AuditorFRANKEL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$41.5M · 885 accts · $1.2M emplr
2023$34.7M · 764 accts · $967K emplr
2022$29.3M · 705 accts · $757K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,822
Investment management$63,942
Total administrative$117,764
The Pollard (U.S.) LTD 401(k) match · 2024
Employer contribution per active participant$1,285
Median for plans this size$2,416
2024$1,285 per active participant
2023$1,154 per active participant
2022$850 per active participant

Pollard (U.S.) LTD's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$54,759
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,822
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,183

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$117,764 · 0.31%
2023$83,644 · 0.26%
2022$97,257 · 0.29%
All plans at this employer2
POLLARD (U.S.) LTD 401(K) PLAN401(k)
POLLARD (U.S.) LTD. UNION 401(K) PLAN401(k)
Same employer
Similar plansManufacturing
Nahan Printing, Inc. MN$41.6M · 0.14%
Versa Press Inc IL$41.6M · 0.02%
Npc Companies PA$41.5M · 0.32%
American Seating Company MI$41.4M · 0.05%
Gopher Resource, LLC MN$41.4M · 0.12%
Hanover Foods Corporation PA$41.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222333711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.